Uncover one of the best strategies to accelerate your firm’s growth with this tried and tested system that we’ve fine-tuned for you over the past 30 years.
Unlock the Potential of Acquisitions to Scale Your Accounting Practice with the Accountants’ Wize M&A Mastery System
Have you considered or attempted an acquisition to grow your firm, but haven’t been confident in navigating the strategy to a successful outcome?
Would you like to undertake an M&A but avoid the many painful roadblocks and deal breakers along the way?
The Wize M&A Mastery System offers you a tried and tested practical solution. Our comprehensive system has been fine-tuned over 30+ years and dozens of M&A deals. It provides the knowledge and tools you need to successfully navigate the complex and risky nature of this strategy.
Take our experience and use it to your advantage
Don’t leave your M&A to chance. Use this system to gain confidence, clarity and conviction in getting deals done.
- Gain Invaluable Wisdom and Insights
Benefit from our privileged access to a global network of firm owners facing similar challenges and opportunities, enabling us to collate a wealth of wisdom and insights in one place.
- Rapid Growth and Increased Turnover
Acquisitions present a remarkable avenue for rapid growth and increased turnover, providing an opportunity to propel your firm forward.
- Mitigate Expansion Costs
“Tuck-in” acquired firms into your existing practice to reduce duplication of resources and significantly decrease fixed overheads.
- Step-by-Step Guidance
Our system offers a comprehensive step-by-step guide covering everything from strategy development to due diligence, negotiation, to integration.
- Real-Life Examples and Practical Advice
Benefit from real-life examples and practical advice garnered from our own experiences and those of other accounting firm owners worldwide.
So what are you waiting for?
The M&A Mastery System Framework
Introduction to Mergers &
Acquisitions For Practice Owners
We explore why mergers and acquisitions can be a powerful growth strategy for your accounting practice. We discuss the potential benefits and risks associated with M&A and provide insights into what you should consider before embarking on an M&A deal. This includes examining the financial, operational, and cultural aspects that should be considered. Additionally, we will delve into the different types of M&A, such as outright purchases, equity models, and joint venture models.
Building a strong M&A Foundation:
People, Process, Performance
Establishing a solid foundation is crucial to set the stage for a successful M&A. We will guide you through the essential aspects of building a solid M&A foundation, focusing on people, processes, and performance. You will learn how to assess and align the strengths and capabilities of your team, develop effective processes for M&A execution, and evaluate performance metrics to ensure success.
Navigating Change: Timing
Considerations for Staff, Processes,
and Structure in M&A
Timing is critical when it comes to navigating an M&A. We explore the timing considerations related to staff, processes, and structure during an M&A deal. You will gain insights into managing staffing changes effectively, optimising processes for a smooth transition, and navigating the complexities of integrating different organizational structures.
Strategies for Identifying Potential Tuck-ins
Identifying suitable acquisition targets is a crucial step in the M&A process. We will provide you with strategies for finding potential tuck-ins, including using a broker to identify suitable targets and building your own M&A database. Additionally, we will discuss effective follow-up strategies to ensure successful M&A and guide you through the process of initiating vendor engagement and gathering key information.
The Wize M&A Deal Matrix
The Wize M&A Deal Matrix is a comprehensive framework that will guide you through every stage of an M&A deal. We will break down the matrix into its components, including the Big Rocks, Pebbles, and Sand. Each component represents key considerations in an M&A deal. You will learn about essential factors such as price, terms, and retention; financing options; vetting vendors and employees; the importance of location; risk assessment; crafting compelling letters of offer; conducting due diligence; managing staff, clients, and branding; negotiating with vendors; implementing change management; working with lawyers; engaging with key employees; and ensuring a smooth client handover process.
The WizeHub: Equipping You for
Success in Mergers and Acquisitions
Finally, we will introduce you to the WizeHub, a valuable resource that provides tools and resources to support your decision-making process in mergers and acquisitions. You will gain access to up-to-date information, industry insights, and practical tips and resources to stay ahead in the ever-evolving M&A landscape.
With our comprehensive coverage of these topics, you will be equipped with the knowledge and skills necessary to navigate the complex world of mergers and acquisitions in the accounting industry successfully. latest trends and opportunities in mergers and acquisitions
Meet the Authors of
The Wize Accountant’s Mergers & Acquisitions Playbook
What’s Included In The Program..
Understanding how Goods and Services Tax (GST) works in Australia is important for your business. In this module, we will discuss what GST is, the different taxable supplies and BAS excluded transactions. You will also learn about the Australian Business Number (ABN) and how to determine if you need to register for it.
In this module, you will understand what a Business Activity Statement (BAS) is and what activities you need to report in the BAS form. By the end of this module, you’ll learn to prepare, process, prove and package any tasks. You will also learn how to set up XERO and use it in preparing your BAS. You’ll also get a chance to practice how to prepare BAS with a real client case.
When you purchase the Wize M&A Mastery System you will also receive a 14-day free trial to our proprietary scaling software system for Accountants, the WizeHub. In the WizeHub there is a complete M&A toolkit complete with templates, checklists, calculators, lead CRM & more to help you navigate all your deals with ease.
You will receive a bonus complimentary deep dive mentoring session with one of our Wize Mentors, who are all practice owners themselves. You can use this mentoring session to discuss your M&A deals, or anything else you’d like to cover.