Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, and Client Expectations – Podcast

Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a smooth transition and why preparation is integral to the acquisition process. 

This podcast touched on: 

  • Preparing for a smooth accounting firm transition.
  • Identifying your personal and professional goals and knowing when is the right time to sell your CPA firm.
  • Losing the assumptions that may be holding you back from providing your clients with the services they are hungry for.

Learn why looking at your bookkeeping or accounting practice the way a buyer would can help you identify what you may be taking for granted in your practice. Identifying and losing your assumptions can help you to better serve your clients and recognize where your greatest opportunities are. Building the practice you want could mean niching down, building a referral network, or reconsidering what the right business model is for you. 

If this conversation inspires you to start improving your practice, check out Accounting Practice Academy. We have a workshop that focuses on improving your cashflow to above 50% and reducing your owner hours to under 2,000 annually.  

You can listen to the podcast on the player below or watch the latest episode above! 

Time stamps:

0:36 – Introduction of Darryl Boyd

4:49 – Why we don’t push owners to sell

14:30 – The importance of motivation and preparation during the sales process

12:26 – Insights on orchestrating a seamless transition 

34:19 – Developing a referral network and providing the services that your clients want

With 20 years of business and management experience, Darryl is an expert at integrating people and strategy, helping clients put their intentions and goals into motion to achieve results. He pays close attention to what clients think and do, and his approach builds bridges of understanding between people, ideas and strategic decisions.

Get in touch with Darryl: dboyd@poegroupadvisors.com

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