The Readiness Test: How to Know If You're Ready to Sell Your Firm
About this episode
The episode discusses the emotional and strategic aspects of selling an accounting firm, featuring insights from Lisa Handziak.
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast and Midwest for Poe Group Advisors, has guided owners through successful exits. She's learned that the sellers who thrive during this transition aren't the ones who avoid emotions; they're the ones who understand how to channel them productively. Take confidentiality, for example. Sellers often feel guilty keepin...
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