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How to Merge a CPA Firm With a Wealth Management Firm

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Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content – how to merge a CPA firm with a wealth management firm.

As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it’s hard to envision that this practice has been so over looked.

Related: Simplifying the Management of a Tax and Wealth Management Business

Related: Future Proof Your Advisor Business

But fear not. Given Jen and Matt’s shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success.

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