S2 Ep 7: Jason Andrew: Acquisition opportunities

In this episode, we hear from Jason Andrew about acquisition opportunities in the accounting space. 

We cover a range of topics including:

• [03:58] The Arbor group's strategy to partner with accounting firms 

• [08:52] - how would a bookkeeping or accounting firm owner benefit from selling down a 40-60% stake in their firm?

• [16:10] - how Jason would finance these deals 

• [20:10] Jason and his business partner Rohan also have a VC fund. Accounting firms  don’t fit the brief of a typical VC investment. Jason explains how these acquisitions sit in the overall strategy of Arbor group.

• [22:37] The way Brett Kelly of Kelly Group typically structures his accounting firm acquisitions

• [25:29] Is it better to increase the revenue of your accounting firm via acquisitions or via sales and marketing?

"Jason Andrew is a chartered accountant and founder of the Arbor Group - a holdco of financial services business ranging from accounting and tax services, funds management and corporate advisory.

His personal mission and passion is to improve the financial literacy of entrepreneurs and executives and change the current worldview of the accounting profession."

You can connect with him on LinkedIn or Twitter. 

This episode of the podcast is brought to you by sponsors 

TaxValet: Sales Tax Done For You

Electrafi:  Blockchain Training and Consulting for Accountants

Teamup: Hire top Filipino accountants without ongoing BPO fees. 

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston. 

For more information or to get in touch with us, head over to our website lifestyleaccountant.co