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225 Selling Summit CPA for Multiples with Jody Grunden
Manage episode 352821157 series 2443986
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Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be more strategic about what they choose to build with an eye toward future value creation.
Here today to talk with me about this is my guest, Jody Grunden.
Jody is the co-founder & CEO at Summit CPA Group, A Division of Anders CPAs + Advisors. Summit CPA is the leading provider of Virtual CFO Services in North America.
Highlights:
— “High growth and high profit, those are the two big things that companies look for.”
— “Being remote accelerated growth, because now we could go anywhere and hire anywhere.”
— “There's a great opportunity to get rid of existing clients that are preventing you from making changes [to improve your firm].”
— “Take advantage of the remote atmosphere, whether it's hybrid or fully remote. This is the perfect time.”
— “The most important factors: niche, go remote, and take risks.”
Connect with JODY:
Website: https://www.summitcpa.net/
LinkedIn: www.linkedin.com/in/jodygrunden
Twitter: @jgrunden and @SummitCPAGroup
Previous episode with Jody:
086 Secrets of Shifting to vCFO Services, with Jody Grunden
https://businessstrategyforcpas.com/086
Book mention:
Time's Up!: The Subscription Business Model for Professional Firms, by Ron Baker and Paul Dunn
https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526
Software mentions:
Reach Reporting: https://reachreporting.com/
296 قسمت
Manage episode 352821157 series 2443986
*Want one piece of business strategy delivered daily to your inbox?*
Subscribe here: geraldinecarter.com/subscribe
Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be more strategic about what they choose to build with an eye toward future value creation.
Here today to talk with me about this is my guest, Jody Grunden.
Jody is the co-founder & CEO at Summit CPA Group, A Division of Anders CPAs + Advisors. Summit CPA is the leading provider of Virtual CFO Services in North America.
Highlights:
— “High growth and high profit, those are the two big things that companies look for.”
— “Being remote accelerated growth, because now we could go anywhere and hire anywhere.”
— “There's a great opportunity to get rid of existing clients that are preventing you from making changes [to improve your firm].”
— “Take advantage of the remote atmosphere, whether it's hybrid or fully remote. This is the perfect time.”
— “The most important factors: niche, go remote, and take risks.”
Connect with JODY:
Website: https://www.summitcpa.net/
LinkedIn: www.linkedin.com/in/jodygrunden
Twitter: @jgrunden and @SummitCPAGroup
Previous episode with Jody:
086 Secrets of Shifting to vCFO Services, with Jody Grunden
https://businessstrategyforcpas.com/086
Book mention:
Time's Up!: The Subscription Business Model for Professional Firms, by Ron Baker and Paul Dunn
https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526
Software mentions:
Reach Reporting: https://reachreporting.com/
296 قسمت
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