4 CPA/Bookkeeper Acquisitions with Patrick Dichter

28/11/2025 32 min
4 CPA/Bookkeeper Acquisitions with Patrick Dichter

Listen "4 CPA/Bookkeeper Acquisitions with Patrick Dichter"

Episode Synopsis

Patrick Dichter is such a fun guest and entrepreneur to have on. His wealth of knowledge is so valuable. You will not be disappointed in this episode. Podcast Nuggies: Grew Apple Tree from ~$1.2M rev / ~$330k SDE to ~$4.5M in 4 years—non-CPA owner. Pipeline: ~500 cold emails → ~20 calls → 6 LOIs → 1 close; personalize & call now. Target "professional services" (non-licensed) so non-CPA ownership works. Structures: SBA + cash + seller notes; two fully seller-financed; carve-out was best. Lessons: first deal is hardest; change management is tough; precision matters.   Join the How to Buy a Business Cohort  https://www.letsbuyabusiness.com/   SMBs are the biggest target for cyber attacks.  Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at [email protected].     Appletree Business Services - https://appletreebusiness.com/https://www.linkedin.com/in/pdichter Inspired or Acquired -https://podcasts.apple.com/us/podcast/inspired-or-acquired/id1741345654