Rob Ram · Accounting Voices · Accounting Firm Owner's Decision: Sell, Merge or Hold
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Set a specific deadline date for deciding whether to sell, merge, or hold the firm
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
“If you decide to sell an investment… don't buy it back within 30 days of the sale date. Otherwise, the loss is considered a wash sale”
“You can set those parameters… if you want them only to merge if you're like 99% or more confident.”
“Psychological safety ... is the ultimate thing that allows us to decide whether we can trust something”
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