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businessAug 21, 202536:37pending

Episode 169: M&A 101: Must-Knows Before Buying a Firm

The Wize Way

About this episode

Thinking about acquiring another firm?

In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition  and the red flags that should make you walk away.

Joined by Tim and Kristy & Dani, Jamie shares:

✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside

If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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Episode 169: M&A 101: Must-Knows Before Buying a Firm

The Wize Way

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