In this episode of On the Books, Ted and Jessica sit down with Chris Williams, founder of System Six, a fully remote outsourced accounting business with 50 team members across three countries, to talk about the human side of mergers and acquisitions. The group discusses best practices in identifying firm goals before stepping into an M&A conversation, the right mindset for those conversations, and how to truly put staff and clients first in the middle of a change.
And Chris was kind enough to humor Ted and Jessica’s lightning-round questions.
Don't miss Chris’s session at Intuit Connect, where he will discuss post-acquisition integration alongside leaders from Acuity and EisnerAmper. Chris said the panel will provide a tactical look at how different-size firms approach integrating clients, technology, and people.
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Register for Intuit Connect and find more information on Chris’s session.