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We conduct interviews with leaders in accounting, wealth management, and fintech!

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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...

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