Скачать или смотреть M&A for Beginners: How CPAs Can Help You Buy or Sell Your Company

Buying or selling a business is one of the biggest financial decisions you’ll ever make — and doing it without the right guidance can cost you more than you think.

In this beginner guide, I break down how a CPA supports you throughout the M&A process, whether you’re preparing to sell your company or looking to acquire one. I explain how CPAs help with business valuation, financial due diligence, deal structuring, tax planning, and negotiations — all with the goal of protecting your interests and maximizing value.

Many business owners wait too long to involve their CPA. In this video, I explain why getting a CPA involved early can make a significant difference in the outcome of your deal.

This video is designed for business owners who are:

Thinking about selling their company
Exploring growth through acquisitions
New to mergers and acquisitions
Looking to better understand the financial side of a deal

If you’re considering buying or selling a business and want to approach it with clarity and strategy, this video is a great place to start.

📩 Ready to talk about your situation?
Reach out to my team and let’s explore how we can support your next move.