The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Similar cu Earmark Podcast | Earn Free Accounting CPE
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Culips English Podcast: Practical English Learning Made Fun Learn and Explore: Join Culips for an exciting English learning journey. Our podcast focuses on teaching English idioms, slang, and phrasal verbs through fun and engaging conversations. Each episode helps you master English for real-life situations. Unique Learning Experience: Culips stands out by blending language skills with cultural insights. Our diverse hosts make learning relatable, covering a variety of everyday topics. You’ll ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !
Treceți offline cu aplicația Player FM !
))
Successfully Selling Your CAS Practice: Lessons from Industry Experts
Manage episode 438537877 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.
(Originally recorded on August 27, 2024, on Earmark Webinars+)
Sponsor
MakersHub - https://earmarkcpe.promo/makershub
Chapters
- (01:09) - Founding ClickPNW: Lynette and Craig's Journey
- (02:50) - Client Services and Growth Strategies
- (05:26) - Challenges and Successes in Client Management
- (09:28) - Deciding to Sell: Personal and Professional Factors
- (18:09) - Finding the Right Buyer: The Sweeney Conrad Story
- (31:39) - Transitioning to a New Firm
- (32:16) - Employee and Client Considerations and Unexpected Challenges
- (33:56) - Transitioning Staff and Clients
- (36:50) - Client Relationships and Retention
- (39:15) - Administrative Challenges
- (44:30) - Lessons Learned and Advice
- (55:15) - Future Plans and Reflections
- (59:41) - Conclusion and CPE Information
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guests:
Lynnette Oss Connell
LinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa
Craig Connell
LinkedIn: http://www.linkedin.com/in/craigconnellcpa
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
79 episoade
Distribuie
Manage episode 438537877 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.
(Originally recorded on August 27, 2024, on Earmark Webinars+)
Sponsor
MakersHub - https://earmarkcpe.promo/makershub
Chapters
- (01:09) - Founding ClickPNW: Lynette and Craig's Journey
- (02:50) - Client Services and Growth Strategies
- (05:26) - Challenges and Successes in Client Management
- (09:28) - Deciding to Sell: Personal and Professional Factors
- (18:09) - Finding the Right Buyer: The Sweeney Conrad Story
- (31:39) - Transitioning to a New Firm
- (32:16) - Employee and Client Considerations and Unexpected Challenges
- (33:56) - Transitioning Staff and Clients
- (36:50) - Client Relationships and Retention
- (39:15) - Administrative Challenges
- (44:30) - Lessons Learned and Advice
- (55:15) - Future Plans and Reflections
- (59:41) - Conclusion and CPE Information
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guests:
Lynnette Oss Connell
LinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa
Craig Connell
LinkedIn: http://www.linkedin.com/in/craigconnellcpa
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
79 episoade
Όλα τα επεισόδια
×
Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.
Similar cu Earmark Podcast | Earn Free Accounting CPE
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Culips English Podcast: Practical English Learning Made Fun Learn and Explore: Join Culips for an exciting English learning journey. Our podcast focuses on teaching English idioms, slang, and phrasal verbs through fun and engaging conversations. Each episode helps you master English for real-life situations. Unique Learning Experience: Culips stands out by blending language skills with cultural insights. Our diverse hosts make learning relatable, covering a variety of everyday topics. You’ll ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !
Treceți offline cu aplicația Player FM !
