Building a firm you can sell or step away from

7 July 2025

What happens when the business you've built becomes something you can walk away from, or even better, sell? In this practical and refreshingly honest session, Cassandra Scott (XBert) and Soonah Walkom (Margin Maximizers) share what it really takes to build a firm that doesn’t rely on you. From early mindset shifts and systemising client work to prepping your P&L and creating processes buyers love, this conversation is packed with lightbulb moments for bookkeepers and accountants. Thinking about your exit might feel like jumping the gun, but as they say, "if not now, when?". Whether you’re just getting started or already planning your next chapter, this episode gives you a clear-eyed look at what freedom could look like and how to get there. 🎥 Watch now and learn: • Why “starting with the end in mind” matters more than you think • How to reduce key person risk and boost your business’ value • What real buyers actually look for in a firm • How to position your team and systems for a seamless handover 👀 Thinking no one would ever want to buy your business? Think again. The right prep changes everything. 👉 Watch the full episode now #ExitStrategy #BookkeepingBusiness #AccountingFirms #SuccessionPlanning #SellYourBusiness #PracticeGrowth #FirmReady #SystemiseToScale #AccountingCommunity #WomenInAccounting #BusinessValue

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