Understanding Growth: Acquiring, Selling, Merging, and Scaling at Deeper Weekend


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.

Mentioned in the Show
Thrivecast Crew
  • Audio Engineering by: 9/8 Central
  • Produced by: Jason Blumer
About our host: Jason Blumer

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the Visionary and CEO of Thriveal, and his partner Julie Shipp serves as the Integrator and COO of the organization. Since 2010, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Deeper Weekend is the annual live event by Thriveal, now in its 10th year.

Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and creative agency services niches. He and his partner focus on business consulting and coaching with the owners and partners of firms and agencies, while their team meets the technical and financial compliance needs of the customer.

Jason is the host of two…

Jason Blumer

CEO, Thriveal; CEO, Blumer & Associates, CPAs.

Contribute to the Conversation

Episode 109


Words Matter

with Marcus Sheridan

Episode 117


The Value of Core Values

with Ethan King

Episode 113


It’s All Mental

with Marc Champagne

Never Miss a Thrivecast Episode