EP 14 | Buying a CPA Firm: Strategies for Accountants Who Want to Own

Buying a business isn’t passive income, it’s hard work, tough calls, and smart planning.
Jessica Golden, managing partner of Kramer & Golden Public Accounting Group, shares how she bought an accounting firm while living 2,500 miles away in Hawaii. From broker listings to SBA loans and last-minute financing hurdles, she reveals what the business-buying process really looks like behind the scenes.
You’ll hear how she evaluated deals, built a smooth seller partnership, and avoided scams while keeping clients and staff happy through the transition.
Press play for a candid roadmap to buying a business the right way—without the sugarcoating.