This is good advice. I’m in the process of closing on a good deal currently and reached out to the broker on a gmail account, let them know my background and experience and connected well with the seller in the initial meeting. I realize I’m really fortunate, but I think this helped me come across as who I actually was and me not painting a picture of someone I’m not to the seller/broker.
@SMB_Attorney I'll add to the list! We do bookkeeping, accounting, and advisory services and partner with great CPA's all over the country. Come from a background of working in SMB's as an operator so bring a unique perspective to the space for searchers and owners. https://t.co/HUSLHDrG4e
@SMB_HEFF@SMB_Attorney Not a ton of experience with CFO services, but probably 5-10k monthly. I was an operator for an SMB acquisition and now do outsourced accounting for SMBs. I think there is an in between of full suite accounting/controller work (where I live) before bookkeeper to cfo services.
@Sam_Rosati EOS/Traction is the best thing for SMB’s. A lot of entrepreneurs have the ideas and concepts to grow, but EOS puts it altogether in a systematic and simple way.
@divvypay Your employees have spoken! Congrats on being named among @Comparably’s Top 25 Best Small/Mid-Size Companies for Happiest Employees in 2018! The awards are listed here: https://t.co/4tIELypOBp