Parhaat Patrick Dichter Podcastit (2024)

1
Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23

14d ago31:23

31:23

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…

1
Matt Cafrelli - From CPA To Home Services HoldCo 36:29

1d ago36:29

36:29

Matt Cafrelli left a stable career in accounting to dive into the riskier world of acquisition entrepreneurship. He and his partner created a HoldCo to buy some service businesses. Their first acquisition was a window cleaning company in April 2023, followed quickly by a landscaping business in March 2024. We discuss the pros and cons of buying on …

1
Jesus Montelongo - Inspiring Story Of Growing Longhill Contracting to +$2.7M EBTIDA 36:34

7d ago36:34

36:34

Jesus started Longhill Contracting 7 years ago doing drywall and paint contracting for home builders and multifamily developers. They've grown organically very quickly due to Jesus' servant leadership, his great team doing great work, and housing growth in Colorado. In 2024 they're on pace for $23M revenue and $2.7M EBITDA. We discuss what his comp…

1
How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27

8d ago27:27

27:27

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creat…

1
Mike Pedro - Scaling & Selling A Med Spa Group Platform 36:53

15d ago36:53

36:53

Mike Pedro and Danielle Pedro started MD Esthetics med spa in 2018. They've grown quickly to 13 locations and $2.5M EBITDA through acquisitions and brand new locations. They recently signed a Letter of Intent to join forces with a private equity group - so we dive into how the deal happened, picking their PE partner, and their growth plans. This is…

1
Johannes Hock - Leaving Private Equity Career To 10x DFW Turf 42:41

22d ago42:41

42:41

Johannes Hock left private equity early in his career with the aim to build wealth faster through an exit after buying a business. In 2022 he bought DFW Turf and he's quickly grown the business from $5M to $20M revenue and +3 states through organic growth and additional acquisitions. He sees a path within a few years to $50M revenue and healthy EBI…

1
Mike Botkin - Massive Landscaping Rollup & Exit Within 2 years 48:56

29d ago48:56

48:56

Mike Botkin is an incredible story of what's possible in the small to mid sized acquisitions space. He left a great job to buy a very small $780k revenue residential landscaping acquisition. Then he completed 6 more acquisitions and focused on commercial maintenance landscaping. They ended up becoming one of the top 100 biggest landscaping companie…

1
AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

1M ago24:21

24:21

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…

1
Ryan Bakke - Quickly Scaling a CPA Firm 39:34

1M ago39:34

39:34

Ryan Bakke has built Tax Strategy 365 very quickly and his profit margins are 20-30% better than most similar tax firms. This also makes it difficult to place a value on and tough to tempt him to want to sell. We dive deep into the marketing tactics and funnel he uses to grow quickly and where his firm is headed before he tries to sell. Ryan Bakke …

1
Jordan Evans - Buying The Family Business and Scaling to $12M 40:56

1M ago40:56

40:56

Jordan Evans bought his parents small language services business and has grown it very quickly to $12M revenue. He discusses how they've growth through organic growth and additional acquisitions. And he has his sites set on $50M revenue before a possible exit. Jordan Evans on X: https://twitter.com/JordanPEvans The Language Network: https://www.lan…

1
Baird Kleinsmith - Building a +$28M Storage Portfolio & LatAm Staffing Firm 44:16

2M ago44:16

44:16

Baird Kleinsmith loves to say he bought a few 'crappy little self storage' businesses. The reality is within 3 short years he took massive action and calculated risk to build up a self storage portfolio worth over $28M. He's also started HireLATAM, an offshore staff business that's growing steadily. We discuss if he'd want to sell, what he wants to…

1
How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

2M ago19:41

19:41

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…

1
Jeff Toren - Top Franchise Entrepreneur Shares Highs and Lows 38:09

2M ago38:09

38:09

Jeff Toren owns two franchise concepts in Philadelphia - 7 KitchenTuneUp locations and 2 iLoveKickBoxing locations. He's been the #1 franchisee for sales in KitchenTuneUp prior years and in the top performers for iLoveKickBoxing. But the last 2-3 years have been really hard going through massive growth, then not being profitable, and currently back…

1
300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

2M ago29:39

29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

1
Alex Forbes - To Scale? Or Sell His Custom Cabinetry Business? 35:05

2M ago35:05

35:05

Alex Forbes has built Lane17 Custom Cabinetry to +$1.5M revenue. They have great sales momentum and are really hitting their stride in ops to be able to keep scaling, but the business today might not be worth enough to temp Alex to sell. We discuss what size he might want to grow to, how hard this industry is vs other businesses, and the possibilit…

1
Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

2M ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

1
Craig Hausz - Are Accounting Firms or Wealth Management Firms More Valuable? 33:40

2M ago33:40

33:40

Craig Hausz has grown a fantastic accounting firm and wealth management firm, CMH Advisors, with his wife Michelle. They've recently landed on the Inc5000 list for all their growth the last few years; they've also successfully completed six firm acquisitions. This Inspired Or Acquired episode is a fun discussion of the differences in valuation for …

1
Austin Linney - Crazy HVAC Acquisition Rollercoaster 56:48

3M ago56:48

56:48

Austin Linney shares a wild, winding journey of buying an HVAC business that involves huge risk, shady characters, and quickly growing it by +300% within 2 years. Austin Linney on X: https://twitter.com/AustinLinney Clint Fiore on X: https://twitter.com/ClintFiore Patrick Dichter on X: https://twitter.com/patrickdichter…

1
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 38:14

3M ago38:14

38:14

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…

1
Lauren Coleman - Turning Motel Acquisitions Into Development and Hospitality Brands 34:16

3M ago34:16

34:16

Lauren Coleman is a powerhouse entrepreneur, designer, and mom. She's bought and renovated two motels in Colorado, and has plans for more. Her holding company, The Sursy, is a mix of hospitality brands, retail concepts, and real estate development. We dive into all the adversity and challenges she's overcome to make things happen and the $30M plan …

1
3 Things Holding Back the Accounting Industry w/Seth Fineberg 37:37

3M ago37:37

37:37

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…

1
7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA 31:31

3M ago31:31

31:31

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…

1
Dustin Keller - Inspiring Rollup of Auto Repair and Real Esate 44:03

3M ago44:03

44:03

Dustin Keller bought a small auto repair business at 19 in Columbus, Ohio. Since then he's grown Alpha Automotive to 9 locations through acquisitions and organic growth. This year he's on pace for over $12M in revenue, and he also owns the real estate at each location. The interview is a great example of compounding, intentional growth, and buildin…

1
Peter Lohmann - Could he be tempted to sell his property management business soon? 39:55

4M ago39:55

39:55

Peter Lohmann has built a great property management business in Columbus, Ohio that does nearly $3M in revenue and only takes 15 hours/week of his time these days. We discuss that journey, how much EOS has helped, and what it could sell for. Peter Lohmann on X: https://twitter.com/pslohmann EOS: https://www.eosworldwide.com/ Clint Fiore on X: https…

1
Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly 22:54

4M ago22:54

22:54

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…

1
Alan Pentz - A Clear Vision For A Big Exit 39:16

4M ago39:16

39:16

Alan Pentz has grown his government contracting business to $35M in revenue. It hans't been easy and he's stalled out at some previous stages. But he has his sights on a very big exit in a few years and knows what it'll take to get there. Alan Pentz on X: https://twitter.com/apentz Small Business Mentor newsletter: https://www.smallbusinessmentor.c…

1
All Alaska Outdoors - How do you value this incredible fishing lodge and real estate? 41:57

4M ago41:57

41:57

Dr. Bob Ledda has built an incredible fishing lodge in Alaska, All Alaska Outdoors. The world class fishing, bear viewing, and remote access has made them famous - as evidenced by a recent viral YouTube video from Wild Fly with +2.2M views. We discuss how the business continues to grow, what it could be worth, and if Dr Bob would sell soon. The lod…

1
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 31:54

4M ago31:54

31:54

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…

1
Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree 29:50

4M ago29:50

29:50

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…

1
Eversite with Joe & Rob Benson - A Business Model Buyers Love 45:42

5M ago45:42

45:42

On this episode of Inspired Or Acquired we have the Eversite founders. Joe Benson and Rob Benson have been in digital marketing for +15 years. They're created Eversite, which is a fast growing 'website as a service subscription' that has happy customers, recurring revenue and great margin. As they keep growing it becomes an ideal target for busines…

1
Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida 26:24

5M ago26:24

26:24

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedi…

1
Josh Hall - Josh Hall - Making Web Designer Pro To A Sellable Asset 38:45

5M ago38:45

38:45

Josh Hall successfully sold a web design agency in 2020. Since then he's been creating podcasts, courses and community to help other web designers grow their business. Clint gives a valuation, and we look ahead at a 5 year forecast. We also discuss his pivot in the last year to a paid community model and the decision to create the Web Designer Pro …

1
CAS vs. CAAS vs. Profit First w/ Ron Saharyan 27:52

5M ago27:52

27:52

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profi…

1
Bryant Suellentrop Discusses Selling Part of His Company 33:11

5M ago33:11

33:11

Bryant Suellentrop has quickly built a great recruiting agency, Elevate and Delegate, for US companies to hire team members in the Philippines. Clint Fiore gives a valuation for his company, and Bryant discusses the possibility of selling part of his company. Plus we chat about the recent news of another agency Support Shepherd selling and the futu…

1
Kriss Berg - 7 Figure Profits DTC Business & Car Washes 45:28

6M ago45:28

45:28

Kriss Berg, aka Car Wash Guy on X, has two incredible businesses. His online supplement business drives 7 figures of profit per year, and his car wash businesses eliminate his taxes. Is it too good to sell?Kirjoittanut Clint Fiore, Patrick Dichter

1
Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse 28:44

6M ago28:44

28:44

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…

1
Valuing Nolan Gore's Landscaping Business Today and 5 Years Out 43:44

6M ago43:44

43:44

Nolan Gore runs a landscaping business in Austin that's in the top 25% for top line revenue. We discuss his recent acquisition of another landscaping company, why he probably shouldn't sell now, and what his business could be worth in 5 years.Kirjoittanut Clint Fiore, Patrick Dichter

1
Building a Family Firm, Tax Planning, and Process Best Practices w/ Samantha Santaniello 23:04

6M ago23:04

23:04

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…

1
Sam Leslie Shares Debating Selling His Plumbing Company 47:31

6M ago47:31

47:31

Sam Leslie, @samtleslie on X, bought a plumbing business in Boulder, CO a few years ago. He shares the roller coaster he's been on as operator wanting to sell, then creating the ideal business for him and his team. Plus Sam is a hilarious open book with the audience.Kirjoittanut Clint Fiore, Patrick Dichter

1
Hitting $1.5M in 36 months (And Selling the Firm) 34:51

6M ago34:51

34:51

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …

1
How to Sell Advisory Services at Your Firm w/ Adam Lean 37:45

6M ago37:45

37:45

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…

1
Would Brian Beers sell or hold is $5M EBITDA Midas franchise group? 28:13

6M ago28:13

28:13

Brian Beers joins to breakdown how he's grown to +33 Midas locations and +$5M of EBITDA. Clint Fiore gives a current valuation of the business, and we ask Brian if he'd sell now or wants to keep going. We also look at a forecast in excel to see what the numbers could look like in 5 years based on Brian's projected growth rate and Clint's updated va…

1
Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

7M ago41:18

41:18

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…

1
Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

7M ago37:11

37:11

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…

1
Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer 36:55

7M ago36:55

36:55

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…

1
Scaling Payroll Services to 7 Figures w/ Tyler Winn 21:55

7M ago21:55

21:55

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…

1
Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate 33:24

8M ago33:24

33:24

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …

1
Behind the Scenes of a Large CAS Practice w/ Kane Polakoff 29:42

8M ago29:42

29:42

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with …

1
How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little 29:03

8M ago29:03

29:03

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…

1
Buying Out Partners, Implementing Workflow, and Referral Systems to 2X Growth 23:11

9M ago23:11

23:11

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and disc…

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