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.