99 \\ Buying a Small Business: CPA Advice, Pitfalls & Smart Strategies for Acquisition

Thinking about buying a small business? In this episode, we walk through a real client’s journey of acquiring a business—from the first conversation with a seller to due diligence and final decisions. You’ll learn how to review financial records, spot red flags, and avoid costly mistakes that can derail a purchase. Discover why CPA advice is critical when checking revenue, expenses, and tax planning before signing an LOI. We cover how small business finance impacts the value of a deal, common issues like unreconciled QuickBooks records, and the importance of smart strategies to protect yourself. Whether you want to replace your job income or grow your revenue, this episode gives you a clear roadmap for making a smart acquisition and building confidence in your decisions.

 

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