The Firmlever Weekly Roundup: Issue #45
87% of FirmLever member firms offer advisory but underprice it. See how one $190K CFO engagement sold in 3 hours and what firms are actually buying/selling.
87% of FirmLever member firms offer advisory but underprice it. See how one $190K CFO engagement sold in 3 hours and what firms are actually buying/selling.
Post-Acquisition Integration
A 100-day PAI playbook for accounting firms: Day 1 scripts, branding decisions, tech stack timing, and the talent moves that protect deal value.
Niche Practice
Firms that pick a lane charge twice what generalists do for the same hours. The gap is about to get wider, and AI is the reason.
A new way to buy, sell, divest and refer accounting clients.
Pricing
Nine concrete signals your firm is underpriced, from realization rates to scope creep. If three or more apply, you're probably 20 to 40 percent below market.
Things are heating up this week
The Bookkeeper Graveyard
Why "Micro M&A" Is the Only Growth Play That Makes Sense Right Now
Selling small client blocks shouldn't take months or cost you a broker's cut. Find out what your $1.5K-$40K book is worth in one conversation.
The "Production Pay" Edition
The "Client Handoff" Edition
The "Firm Exit Minefield" Edition