EP536: Melissa Broughton - Buy Before They Close: Acquiring Bookkeeping Firms The Smart Way

Podcast: The Successful Bookkeeper Podcast · Michael Palmer

Opublikowano: 2026-06-16

See what the team at The Successful Bookkeeper has on right now → Melissa Broughton, founder of Busy Bee Advisors in Sacramento, has built a bookkeeping firm that grows not just through referrals and marketing, but through strategic acquisition of other bookkeeping practices. In this episode, she pulls back the curtain on her complete acquisition process — from finding firms before they shut their doors, to vetting the financials, to integrating clients without losing them. If you've ever wondered whether buying a book of business could be part of your growth plan, Melissa's experience — including the deals that went sidewa...