Transition to Transaction: M&A Advice for Firms w/ Shannon Hay
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Rory Henry
Shannon Hay
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Arrowroot Family Office
United Midwest Savings Bank
Transition to Transaction: M&A Advice for Firms w/ Shannon Hay
In this episode, Rory speaks with Shannon Hay, SVP at United Midwest Savings Bank, to talk about accounting firm financing and acquisitions. Discover the opportunities and challenges for firm sellers and buyers and how private equity is reshaping the profession. Learn about the critical role of relationships in the value of accounting firms and the impact of talent shortages and rising interest rates on the market. Shannon also shares insights on succession planning, the advantages of internal buyouts, and preparing for a successful sale. Are we on the brink of a consolidation bubble in the accounting sector similar to the Sub Prime mortgage crisis? Do you want to know how to leverage SBA financing to acquire a business? Find the answers to these questions and more in this episode with Shannon Hay.
