The Firm

Julie Wilkinson - Selling Your Accounting Firm? Avoid These 3 Costly Mistakes

July 8, 2025·45 min
Episode Description from the Publisher

Thinking of selling your accounting firm? In this episode of M&A Diaries, host James sits down with acquirer and exit strategist Julie Wilkinson to unpack what really makes a firm attractive to buyers — and why so many leave money on the table. If you're looking to sell, scale, or take investment, this is the blueprint you can't afford to miss.✅ Why acquirers want an asset, not a job — and how to become one✅ The truth about revenue multiples vs. EBITDA in sub-£1M deals✅ 3 hidden traps that quietly destroy your valuation✅ How to restructure your team for better margins and less stress✅ Julie’s “Consult for Equity” model that boosts sale price before the deal✅ The exact reports every buyer will want to see — and how to prep themWhether you’re planning to sell in 2 years or 10, the groundwork starts now. This conversation will give you the insight — and the urgency — to prepare properly.#Accounting #MandA #FirmGrowth #BusinessSale Hosted on Acast. See acast.com/privacy for more information.

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