WEBINAR

TaxplanIQ

 

 

 

State of the Profession-From Recruiting to Acquisition to Finding a Succession Plan

 

September 19th, 2024 @ 11 am ET / 8 am PT

 

How to Navigate Recruiting, Acquisitions, and Integrator Strategies for Your Firm

Register Now

Join us for a discussion on the current state of the accounting profession, focusing on recruitment, acquisitions, and finding the right EOS Integrator for your firm. Understanding these key strategies is essential for positioning your firm for success, whether you're looking to grow, sell, or enhance your executive management team.

 

What You'll Learn:

  • Current Market Valuations: Understand what accounting firms are selling for in today's market and how to maximize your firm's value.
  • Recruitment Strategies: Discover innovative methods to attract and hire high-level executive management positions, including integrators and successors.
  • Finding an EOS Integrator: Learn how to identify and recruit the right EOS Integrator to streamline your firm's operations and drive growth.
  • Q&A Session: Engage with our experts in a live Q&A session, bringing fresh insights and practical solutions to your most pressing questions.
and much more!
Whether you're looking to understand current market valuations, enhance your recruitment strategies, or find the right EOS Integrator for your firm, this session will provide actionable insights and strategies you can implement immediately.

About the Hosts

 

Jackie Meyer-cirlce
JACKIE MEYER

President & Founder, TaxPlanIQ

Jackie Meyer is an entrepreneur, speaker, and consultant and has been in the tax advisory field for over two decades. Jackie’s journey is a testament to her pioneering spirit, highlighted by her leadership of a boutique CPA firm, which achieved exponential growth and culminated in a successful seven-figure sale. This notable achievement was significantly propelled by her revolutionary ROI Method, which transformed value pricing in tax advisory services. This strategy not only tripled the firm's revenue with a select client base but also set new standards for financial value and client relationships in the tax advisory industry.

At the forefront of Jackie’s contributions is TaxPlanIQ, a groundbreaking SaaS platform designed to democratize tax planning. In her part-time role as President of TaxPlanIQ, Jackie continues to champion financial literacy and innovation in tax advisory services for advisors and consumers alike.

 

Geoff Bruskin- Sept Joint Webinar

GEOFF BRUSKIN

Founder & Managing Partner, White Tiger Connections

Geoff Bruskin is an M&A Consultant specializing in the Public Accounting and Financial Services space. Geoff runs White Tiger Connections Inc. where he advises Accounting Firm Owners on their strategic trajectory, and also works closely with their clients on brokering multi-category sales and investments. He is heavily connected in the Private Equity, Venture Capital, and Financial Services ecosystems.

Save your seat now as spots are limited!

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Like Jackie and Geoff, connect with like-minded professionals and collaborate to transform tax practices. Join a community dedicated to helping tax firm owners reduce workloads, build client satisfaction, and boost revenue with innovative strategies.

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