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Real firms, real deals: How to grow by acquisition

❓ What does it really take to buy your first firm (and avoid the landmines most new buyers hit)?

❓ How do you evaluate a small practice, spot the hidden red flags, and choose a deal you can confidently integrate?

❓ What separates an acquisition that accelerates growth from one that blows up in your face?

In this video, Joe Carufe (Karbon) is joined by two leaders with deep buy-side and integration experience: Michael Lee (Reconciled) and Megan Roberts (HD Growth Partners). Together, they unpack the realities of acquiring small to mid-sized firms—the kinds of deals that make up the vast majority of today’s M&A activity.


This is the final part of the six-part series 'Your firm's future: Buy, sell, or build.'

This webinar series, presented by Practice Marketplace by Karbon, stars Joe Carufe and an exciting mix of special guests. Together, they'll share practical strategies for M&A, exits, and building for what’s next—empowering you to grow, transition, or sell your firm with confidence.

Explore the recordings.

Joe Carufe
Project Manager, Karbon

Joe has led cloud accounting firms since 2011, focusing on strategy, leadership, technology, efficiency, and talent integration. He is passionate about process improvement and loves talking with leading accounting firms and other top app vendors from across the globe.

Megan Roberts
Director of Operations, HD Growth Partners

Megan cares about people, processes, and efficiency—in that order. She has years of experience in implementing new tech, ensuring that the people affected feel capable and competent to leverage it successfully. As a leader, she is committed to lifelong learning, and is fueled by the opportunity to help bring out the best in someone.

Michael Ly
Founder and CEO, Reconciled

<p>Michael Ly is the Founder and CEO of Reconciled—a virtual bookkeeping and accounting services firm for busy business owners and entrepreneurs across the US. Michael founded Reconciled in 2015, and it quickly grew to be recognized by Intuit in 2016 and 2018 as a Firm of the Future. Michael is also a Co-Founder of PunchPay, a small micro-loan fintech startup that offers post-payment and micro installment loans for small business expenses. </p>

Real firms, real deals: How to grow by acquisition | Karbon Magazine