About this episode
? Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps ? Swipe my FREE app recommendations for accounting firms: https://rlz.io/ ?? Leave me a voicemail at (1)516-980-4968! ? Email me! jason@jasononfirms.comMy name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a +700 firm private community that’s shaping the future of small-firm ownership for the better. In this episode, I sit down with Mike and Ross Libbey, a father-son duo who somehow pulled off one of the smoothest accounting firm successions I’ve ever seen. We break down how they kept work and family from turning into a constant power struggle, what boundaries actually matter, and how trust gets built over time. We also get into what it looks like when the next generation wants a modern firm, how the buyout process worked, and how they navigated difficult pricing and tech decisions where other generational firms get stuck.? I’m going live! We’ll announce new dates and cities. Stay tuned for the presale ? Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag?? Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
