EP536: Melissa Broughton - Buy Before They Close: Acquiring Bookkeeping Firms The Smart Way
About this episode
Melissa Broughton discusses her strategic approach to acquiring bookkeeping firms and the lessons learned from her experiences.
See what the team at The Successful Bookkeeper has on right now → Melissa Broughton, founder of Busy Bee Advisors in Sacramento, has built a bookkeeping firm that grows not just through referrals and marketing, but through strategic acquisition of other bookkeeping practices. In this episode, she pulls back the curtain on her complete acquisition process — from finding firms before they shut their doors, to vetting the financials, to integrating clients without losing them. If you've ever wondered whether buying a book of business could be part of your growth plan, Melissa's experience — including the deals that went sideways — is exactly what you need to hear. Chapters [00:00] Cold open teaser [01:15] Melissa's growth journey since last episode [05:30] Launching an online bookkeeping course [09:00] How the acquisition strategy began [12:30] The 70% rule and the water test [17:00] Vetting financials and avoiding pitfalls [21:00] What makes a firm attractive to buyers [25:30] Client integration and transition lessons [30:00] Reading the seller's personality [33:30] Capacity, formulas, and skipping brokers How Melissa Got Into Acquisitions It started with a pattern Melissa kept…
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- EP540: Amanda McKinney - Do It More Than 3 Times: Build Systems That Free Your Brainpower
- EP539: Debra Angilletta - Numbers Only Tell Half The Story: Ask Better Questions To Sell Advisory
- EP538: Dr. Sabrina Starling - Work From Your Strengths: Build A Profitable Firm Without Burnout
- EP537: Teresa Gregory - Check Your Bias: How Mindset Shifts Help Bookkeepers Lead Better
- EP535: Benjamin Tasker - Skills Over Tools: How Bookkeepers Can Thrive In The AI Revolution
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