55 min
S2 Ep 4 - Matthew May: On Accounting Firm Mergers and Acquisitions The Lifestyle Accountant Show
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- Management
In this episode, we chat with Matthew May. He’s a CPA who works with technology companies and the president of Acuity, a US based client accounting services practice.
We chat about a range of topics including:
[05:12] Why Matthew’s business partner Kenji decided to bring Matthew into the business when Acuity was almost 10 years old
[14:42] Their unique approach to employee compensation which allows team members to share in the risks and rewards
[20:05] How Acuity leverages professional sales people to generate leads and run the end to end sales process
[23:39] How Acuity generates deal flow
[26:08 Why Matthew became interested in acquiring other firms
[31:31] A breakdown of Acuity’s first acquisition, factors they considered in deciding to move and why it wasn’t the outcome they hoped
[35:30] A breakdown of having another firm merge with them
You can connect with him on LinkedIn or Twitter.
This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
A2X: automated e-commerce accounting
Teamup: Hire top Filipino accountants without ongoing BPO fees.
The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
In this episode, we chat with Matthew May. He’s a CPA who works with technology companies and the president of Acuity, a US based client accounting services practice.
We chat about a range of topics including:
[05:12] Why Matthew’s business partner Kenji decided to bring Matthew into the business when Acuity was almost 10 years old
[14:42] Their unique approach to employee compensation which allows team members to share in the risks and rewards
[20:05] How Acuity leverages professional sales people to generate leads and run the end to end sales process
[23:39] How Acuity generates deal flow
[26:08 Why Matthew became interested in acquiring other firms
[31:31] A breakdown of Acuity’s first acquisition, factors they considered in deciding to move and why it wasn’t the outcome they hoped
[35:30] A breakdown of having another firm merge with them
You can connect with him on LinkedIn or Twitter.
This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
A2X: automated e-commerce accounting
Teamup: Hire top Filipino accountants without ongoing BPO fees.
The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
55 min