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Catalyst Group ECR: CPAs - Help Your Clients Sell Their Business

I help CPAs deal with clients undergoing a business sale. 

I’ve successfully built and sold my own business and have helped dozens more do the same, and also work directly with CPAs to guide their client interactions, specifically with the following pieces of advice to keep in mind: 

  • THE CLIENT NEEDS TO UNDERSTAND WHAT THEIR LIFE WILL BE LIKE WITHOUT THEIR BUSINESS
  • HELP THE BUSINESS OWNER TO UNDERSTAND THEIR FINANCIALS AND THEIR BUSINESS SUCCESS FOR VALUE-GROWTH AND FOR TAX PURPOSES.
  • LEARN TO OFFER YOUR CLIENTS VALUE GROWTH STRATEGIES AND TRANSITION PLANNING STRATEGIES
Lori Moen

If you would like to get deeper into the details of any of these and flesh out your management skills to be a cut above the rest of the industry, please reach out via the form below for a free consultation with me. 


COVID-19: All consultations can be held via Zoom to keep you safe and healthy!