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Dec 20, 2023

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Sam Mendelsohn, a CPA and Mergers and Acquisitions expert. Together, they dive deep into the world of accounting, business valuation, and the critical role accounting professionals can play in helping business owners realize their company's true potential.6


Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Sam Mendelsohn, CPA

Sam Mendelsohn is the President and Chief Operating Officer at The Value Builder System™. Sam is also a former Vice President within an operating division of the Constellation Group (TSE:CSU). Sam has led marketing for over 20 different brands and is a highly-rated MacKay speaker on marketing. He has also delivered over 500 software deployments ranging from marketing systems to full Enterprise Resource Planning systems and corporate performance management systems at companies including Microsoft, Merck, Howard Hughes Medical Institute and Sun Media.



Sam shares his journey from traditional accounting to specializing in mergers and acquisitions, emphasizing the importance of business valuation.

They discuss how understanding a business's true value can make a significant difference in decision making, especially during a potential sale.

Sam reveals how crucial it is for business owners to continuously monitor and improve eight key drivers of business value.

Roger and Sam explore real-life scenarios where two seemingly identical businesses can have vastly different valuations.

They emphasize the shift accountants can make into the CFO and advisory services space, helping business owners maximize profitability, navigate operational challenges, and achieve long-term growth.

Sam introduces the concept of a "showroom-ready" business and discusses the pivotal role accountants can play in preparing businesses for potential sales.

They share insights on how aspiring entrepreneurs can start an accounting business, a bookkeeping business, or a tax business, and highlight the importance of learning bookkeeping online and taking online tax courses.

Discover how understanding business valuation and the eight key drivers can be the catalyst for both accountants and their clients to achieve extraordinary success in the world of CFO and advisory services.

Notable Quotes from this episode:

"Those eight drivers are similar to going and buying a home... You're going down this checklist of what that house is going to consist of. Well, it's the same thing with the business."

"Your business should always be showroom ready."

"Find a good framework that you're comfortable leveraging... show up and have that conversation with the client rather than being scared about what to talk about."

"Accountants have such an opportunity to look beyond the income statement, balance sheet, and cash flow statement and really do a lot of good for business owners on the operational side."

Join Roger and Sam in this thought-provoking discussion as they highlight the untapped potential accountants possess to become indispensable partners in business growth and transformation. Discover how understanding business valuation and the eight key drivers can be the catalyst for both accountants and their clients to achieve extraordinary success while offering CFO and advisory services. If you're considering starting an accounting business, a bookkeeping business, or a tax business, or if you want to learn bookkeeping online and explore online tax courses, this episode is packed with valuable insights for aspiring entrepreneurs.



Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.




Now’s the time to get your Business Score.  See how the 8 drivers mentioned in the show today apply to your business.  Learn what you can do today to work ON your business and improve your valuation to build the business you want.  CLICK HERE to start, it will only take 15 minutes.


It’s time to compliment your accounting and tax services with quality CFO & Advisory services.  Become a Profit & Growth Expert, apply the Universal Business Builder principles with your clients and learn what you can do to be a Value Builder Provider.


Get The Unlocking Small Business Market whitepaper.  Understand how smart advisors position their services to protect, grow and realize the value of a business. 

Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.


In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.


For Additional FREE Resources for accounting professionals check out this collection HERE!


Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.


Remember this, Accounting Success IS Universal.

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777