Episode 145: Understanding Growth: Acquire. Sell. Merge. Scale. at Deeper Weekend

07/25/23 • 28 min

On this episode of The Thrivecast, we dive into the growth paths. Acquire. Sell. Merge. Scale. We have assembled a dynamic panel of over 20 nationally known experts with diverse experience in expanding their firms. They will share their stories, including their mistakes, lessons learned, and things they wish they had considered during the process. This year’s Deeper Weekend conference in Greenville, South Carolina, will address the challenges faced by the accounting profession and guide participants through disruptive transitions in a healthy way. During the conference, attendees can expect interactive sessions followed by panel discussions and Q&A providing valuable insights from industry experts actively engaged in acquisitions, selling, merging, and scaling. We also explore traditional ways of acquiring a firm, the importance of due diligence, and the crucial role of messaging during the acquisition process. Merging a company is discussed as an alternate form of selling, requiring careful cultural integration and brand identity alignment. We also dive into the nuances of scaling, including the gradual nature of growth and the potential need for funding. In addition to the main sessions and panel discussions, Deeper Weekend offers daily roundtables where participants will be divided into smaller groups to have more intimate and guided learning experiences to directly apply to their firms and journeys. The conference is carefully designed with a thematic approach to provide consistency and depth throughout the event. Jason has curated questions to extract impactful content from the expert panelists. Join us on this episode as we explore the complexities and strategies behind acquiring, selling, merging, and scaling in the business world. Don’t miss out on the practical sessions, high-level strategic information, and mind-blowing insights from our panelists. Tune in and get ready to deepen your knowledge and make informed decisions.

Previous Episode

Episode 144: How Successful Entrepreneurs Address Problems and Create Solutions with Nellie Akalp

Nellie Akalp is the CEO of CorpNet, a business filing service that streamlines compliance across multiple states. CorpNet isn't Nellie's first business venture, though. Fresh out of law school, Nellie and her husband began working on an online business at the beginning of the internet boom that was similar to CorpNet but under the B2C umbrella. Their first business saw so much success that they were able to sell it to a publicly traded company and retire early. Nellie and her husband decided they weren't done being entrepreneurs, so they got back into the game—with a fresh twist. And that's just the beginning. Listen to Nellie share her tips for entrepreneurial success on the newest episode of the Thrivecast.

Next Episode

Episode 146: Integrated Marketing: Strategies for Accountants to Drive Long-Term Success with Karen Reyburn

Get ready to uncover valuable insights and practical tips on how to effectively reach your firm's target audience, create a strong online presence, and build a successful brand with Thrivecast guest, Karen Reyburn. Join Karen and Jason as they explore the importance of understanding your audience's needs and tailoring your marketing efforts accordingly. They'll dive into how to address the issues and problems your audience faces, ensuring your brand connects and resonates with them on a deeper level. But that's not all! Karen shares the secrets of creating a captivating website that reflects your firm's unique approach and way of doing things. Learn why it's more beneficial to focus on explaining your methodology or approach rather than overwhelming your audience with multiple services pages. Discover why quick wins may not always be the key to success and why investing time and effort for at least two to three years is necessary for long-term results. And brace yourselves, as Karen and Jason take a detour into the world of whiskey, exploring the art of distillation, the magic of aging, and the joy of savoring good whiskey slowly. You might ask how they do it, but Karen and Jason draw parallels between the time and effort required to create a successful brand and the process of whiskey-making. Listen as Karen shares her expertise in marketing strategies and her involvement in the exciting upcoming Deeper Weekend conference. Don't miss out on valuable insights and actionable advice—grab your headphones and get ready for a jam-packed episode of The Thrivecast! Let's dive into the world of marketing, branding, and a little bit of whiskey. It's going to be a wild ride!