On this episode of The Thrivecast, we dive into the exciting world of acquiring, selling, merging, and scaling. We have assembled a dynamic panel of over 20 nationally known experts, who have diverse experiences in these activities. They will share their stories, including their mistakes, lessons learned, and things they wish they had considered during the process.

This year’s Deeper Weekend conference in Greenville, South Carolina, will address the challenges faced by the accounting profession and guide participants through disruptive transitions in a healthy way. During the conference, attendees can expect interactive sessions followed by panel discussions and Q&A providing valuable insights from industry experts actively engaged in acquisitions, selling, merging, and scaling. We also explore traditional ways of acquiring a firm, the importance of due diligence, and the crucial role of messaging during the acquisition process. Merging a company is discussed as an alternate form of selling, requiring careful cultural integration and brand identity alignment.

We also dive into the nuances of scaling, including the gradual nature of growth and the potential need for funding. In addition to the main sessions and panel discussions, Deeper Weekend offers daily roundtables where participants will be divided into smaller groups to have more intimate and guided learning experiences to directly apply to their own firms and journeys. The conference is carefully designed with a thematic approach to provide consistency and depth throughout the event. Jason has curated questions to extract impactful content from the expert panelists.

Join us on this episode as we explore the complexities and strategies behind acquiring, selling, merging, and scaling in the business world. Don’t miss out on the practical sessions, high-level strategic information, and mind-blowing insights from our panelists. Tune in and get ready to deepen your knowledge and make informed decisions.