New Podcast: How this non-accountant acquired 3 CPA firms

Hello SMB Deal Hunters!

I’m excited to share a new interview with Patrick Dichter.

Patrick is an entrepreneur who has acquired 3 accounting firms (as a non-accountant!).

He’s now the proud owner of Appletree Business Services, an accounting firm providing bookkeeping, tax, and payroll services nationwide.

Today’s issue is sponsored by Jurny, an AI company transforming hospitality.

WORK WITH ME

Want me to help you source on and off-market deals and mentor you through closing your first acquisition?

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INTERVIEW

In the interview with Patrick, we discuss:

• The rules around non-accountants buying accounting firms

• Patrick’s list of must-haves (and common red flags) when it comes to buying an accounting firm

• How Patrick financed his deals with a combination of SBA loans and seller financing (and whether he’d do it again)

• Mistakes Patrick sees searchers commonly commit when hunting for a business to buy

And more!

👉 Watch the full 40 minute interview with Patrick

PRESENTED BY JURNY

Is Now the Time to Add AI to Your Portfolio?

Jurny, the AI company disrupting the labor-intensive $4.1T hospitality industry, is offering SMB Deal Hunter readers a limited-time opportunity to invest. Don't miss out on this chance to be part of the future of travel – the window closes June 18th.

Jurny is an AI platform automating hotel and short-term rental operations, targeting over $355B in operational costs annually.

Partnered with industry giants like Airbnb, Vrbo, and Expedia, Jurny’s technology is fully automating operations for thousands of properties globally.

• In 2023, Jurny’s customer base grew 5x and it processed $35M+ in bookings.

• Successfully raised more than $12M from leading VCs and 1,200+ individual investors.

• Featured by CNBC’s Squawk Box for its AI innovations and impact on hospitality, as well as by Forbes, Bloomberg, Skift, and many others. 

Act now to secure your investment in Jurny before it's too late. This is a rare opportunity to invest alongside leading VCs, and you don’t want to miss out.

COMMUNITY PERKS

• Invest with me in cash-flowing SMB deals. I’m bringing on a select few investors from this community into businesses I’m buying and investing in.

• Get a personal introduction to my preferred SBA 7(a) lender, non-SBA lenders, Quality of Earnings providers, or legal counsel

• Join my mastermind community of 300+ elite business buyers to get support on your deals and meet fellow entrepreneurs on the same journey.

• Raising capital for your deal? I’ll connect you with investors from the SMB Deal Hunter Community.

• Interested in selling your business? I’ll help you connect with buyers from the SMB Deal Hunter Community.

THAT’S A WRAP

See you tomorrow with some new deals!

-Helen Guo
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P.S. I'd love your feedback. Tap the poll below or reply to this email.

Disclaimer

This publication is a newsletter only and the information provided herein is the opinion of our editors and writers only. Any transaction or opportunity of any kind is provided for information only; SMB Deal Hunter does not verify nor confirm information. SMB Deal Hunter is not making any offer to readers to participate in any transaction or opportunity described herein.