Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Tuesday Feb 18, 2014
Tuesday Feb 18, 2014
This brief article is from Scott Donnelly, CPA & Partner, PDM, LLP. Scott was previously interviewed by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
To listen to other content by Scott - See the "ADVISOR INDEX" on right from the Home Page.
PDM CPAs maintains
long term professional relationships with many of our clients. A key to our
success is ensuring our clients have the right team at our firm as well as
other appropriate consultants. We meet
with our prospective clients to determine what their needs are and also gain an
understanding of why they are changing CPA firms. We also want to maintain open communications
with our clients other consultants such as attorneys, financial planners and
bankers. A key to a successful business
plan and succession planning is maintaining a team of competent
professionals. Our clients success is
our success.