Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells
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Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells
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Thinking about a deal—but not sure what the process actually looks like?
In this episode of Everything CPA & Private Equity, host, David Wolfskehl and guest, Dave Kells walk through a real transaction—from the very first conversation to signing an LOI—sharing what firms actually experience, learn, and decide along the way.
This isn’t theory. It’s a behind-the-scenes look at how a firm navigates education, evaluates options, and ultimately reaches clarity in one of the biggest decisions they’ll make.
In this episode, you will be able to:
• Understand how a CPA firm moves from initial curiosity to signing an LOI
• Learn what the early conversations look like and why education is critical
• Discover how firms evaluate different buyer models and compare offers
• See why having multiple LOIs changes both clarity and negotiating power
• Identify what happens during busy season when a firm is actively pursuing a deal
Listen to this episode of Everything CPA & Private Equity to get a real-world view of what it takes to navigate a CPA firm transaction—from first call to LOI!
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