@cjsilvascpa: Everybody says tax advisory is the new sauce. Forget tax prep, AI is taking it over. Nobody tells you where the advisory clients actually come from. Maybe because they haven't cracked it. Here's the answer: you buy them. There are 10,000 grandmas and grandpas retiring every single day, and their firms are full of clients nobody ever offered advisory to. I've bought five of those firms. That's how I got to 2,500 clients in about two and a half years. One client I inherited was paying $400 for a tax return. That same client is now on $2,497 a month. Buy the book of business first. Add the advisory second. That's the order nobody tells you. If you want the whole breakdown, I'm hosting Acquire & Scale in Houston on November 16 and 17. Day one is how to buy these firms. Day two is how to scale them with advisory, AI and multiple revenue streams. DM me the word SCALE and I'll send you a code for tickets. #cpa #taxadvisory #buyingafirm #firmacquisition

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