Rob Sandrew’s Post

Love is in the air - for AEC firms! And it turns out that Mergers & Acquisitions aren't that different from relationships and marriage. After all, we're talking about people working together to build something greater than themselves. The day you ink the M&A deal can start to feel like a finish line of sorts - kind of like a wedding day! But just like in our personal relationships, if you want your merger or acquisition to be successful down the road, the real work is just beginning. Do you have a solid plan in place to ensure long-term success of your M&A activities? Katie Harris #mergersandacquisitions #strategy #aecindustry

Excited to see that MSP Success included a quote from me and another from Christopher Vollmond-Carstens in this article about selling your MSP. It's packed with excellent advice from 13 industry experts. You can read the full article here: https://lnkd.in/djtZCNJM If you’re considering your own exit strategy and would like to discuss your situation, I’d love to chat. Let me know, and we can set up a time to talk. #MSP #businessstrategy #acquisitions

Before I sold my MSP I was nervous to talk to potential buyers. Are my numbers good enough?, what if I’m not ready?, I don’t want to share my private company information, what if anyone finds out? and the list goes on… Those are real concerns but talking to buyers ahead of time and preparing is important to make the right decision and educate yourself. Building strong relationships is even more important because you don’t want to make the wrong decision. Once the sale is done, it’s final. Remember, buyers have a reputation to maintain and a responsibility to keep information private. If you are thinking about it, even 3 to 5 years out, it’s never too early to start those conversations. I highly recommend Christopher Vollmond-Carstens as your trusted go-to resource to begin your journey. He’s professional and super knowledgeable. You will walk away knowing more than you did yesterday. Ping him on LinkedIn for a meeting.

One important way you can maintain value during an M&A transaction: focus on your clients. Check out this article to hear a number of CX experts in our field (including me!) discuss how to keep your eye on the client throughout a merger. #cxinsights #mergers #accountingmarketing

Marcum LLP CBIZ Two Top 20 Firms are merging to create a $2.8 Billion Powerhouse! This monumental merger marks a significant step forward in the accounting profession, combining expertise, resources, and innovation to better serve clients and drive industry growth. With a combined revenue of $2.8 billion, this merger positions the new entity as a formidable force in the market. Check out the full article for more details: https://lnkd.in/gm7NUPdV #Accounting #Merger #InsidePublicAccounting #Growth

So many firms are involved in M&A discussions today. Whether you are the acquiree or acquirer, client experience should be a bigger part of the discussions. To find out why and how it might be done, check out this article by Chris Camara of INSIDE Public Accounting. She's gathered insights from Eric Gregg, Alyson Fieldman, Jade Reichling and me on making an acquisition a positive client experience. #AAMKT #CPAmarketing #CPAfirm #accountingandaccountants #CX #mergers ClearlyRated

#Mergers and #acquisitions can represent a significant #growthopportunity for companies in the #directcare sector. However, these transactions are accompanied by distinct financial challenges that must be meticulously managed to ensure successful integration and profitability. This comprehensive guide will explore the common financial hurdles associated with M&A and offer strategic advice on how direct care providers can effectively navigate these challenges.

Being able to share our M&A knowledge is one of the great joys of my role as an M&A leader. If I can boil it down to a key theme, it is this: PREPARATION. If you are serious about selling your #MSP, or even if you want to buy another business, give yourself the time, energy, and focus to plan. You have a much higher likelihood of achieving success if you commit to the process. Joanna Mirov Steven Freidkin #Ntiva #preparation #mergers #acquisitions

PE Weekly: Services Businesses Lead M&A Activity From parcel delivery to accounting, services come into focus for M&A dealmakers. Read more: https://lnkd.in/e-DtxjCR #MiddleMarket #PrivateEquity #Growth #Merger #Acquisition #Dealmakers #Deals

🚀 Crafting a winning board: strategies for selecting the best members in SF Acquisitions As a Search Fund preparing to acquire and manage a company, selecting the best board members is crucial for driving growth and ensuring success. It requires a strategic approach to identifying professionals with diverse skills, experiences, and perspectives capable of effectively governing the organization and providing valuable insights. Our latest article unveils 5 key strategies for assembling the perfect team poised for success. Explore the full story here: https://lnkd.in/dnNqcFgG Not yet a subscriber? Discover all the services we offer: https://lnkd.in/dxmyefx4   Start collaborating with us and let's shape the future of Search Funds together! #EntrepreneurshipThroughAcquisitions #EtA #SearchFund #SearchFunds #BusinessAcquisitions #SmallBusinessAcquisition #SearchFundsNews