Modern Pricing Models Drive Higher Valuations for Accounting Firms

Blake and David meet with M&A advisor Charles Bedard about valuations for accounting firms looking to sell. Bedard explains that subscription-based "modern" firms command much higher multiples than traditional hourly billing firms. Bedard provides specific valuation ranges based on revenue and EBITDA multiples and highlights the importance of recurring revenue. He also offers actionable tips for firm owners to increase their value in preparation for an exit.

Meet Our Guest, Charles Bedard

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Creators and Guests

David Leary
David Leary
President and Founder, Sombrero Apps Company
Charles Bedard
Charles Bedard
Charles is a M&A Corporate Development advisor for B2B Services and Work Tech. Charles works with CEO entrepreneurs and institutional family office and private equity leaders on their corporate development initiatives (platforms and add-on acquisitions). His leadership increases valuations for emerging enterprises, helps create shareholder and institutional wealth, and creates industry sector leaders. Previously, Mr. Bedard has been a successful entrepreneur and held numerous positions with fast-growth technology-enabled service companies. Charles earned his Bachelor of Arts from Southwestern University in Georgetown Texas, his Masters of Business Administration from the Neely School of Business at Texas Christian University in Fort Worth Texas, and is a certified M&A Advisor (CM&AA) and Exit Planning Advisor (CEPA).
Modern Pricing Models Drive Higher Valuations for Accounting Firms
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