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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with Patrick Dichter, founder and owner of AppleTree Consulting, an accounting firm specializing in outsourced accounting and tax services for small to medium-sized businesses. Patrick shares his unique journey from business consultant to accounting firm owner, having grown his company from $1.2 million to $4.5 million in revenue through strategic acquisitions and organic growth. He offers candid insights on the challenges of change management, the reality of scaling a professional services firm, and the difficult decisions that come with rapid growth. From navigating client transitions to building accountability systems and expanding service lines, Patrick pulls back the curtain on what it really takes to build a modern accounting practice. Whether you're considering an acquisition, scaling your firm, or simply trying to build the right team, this episode is packed with real-world lessons from the trenches.
Episode Chapters:
00:00 Introduction: Patrick's Unconventional Path to Accounting
05:00 Change Management: Why Team Transitions Are Harder Than Client Transitions
08:00 Acquisition Lessons: What Worked, What Failed, and Why
11:00 Building Multiple Revenue Streams and Service Lines
14:00 The Reality of Scaling: Growth Sweet Spots and Growing Pains
19:00 Creating a Culture of Accountability with Scorecards and KPIs
22:00 Strategic Planning: Reaching the $5 Million Milestone
26:00 Systems and Technology for Scale: EOS and Practice Management
30:00 Flying Solo: The Pros and Cons of Single Ownership
32:00 Rapid Fire: Books, Metrics, and Essential Business Advice
Episode Resources:
Book: Unreasonable Hospitality by Will Guidara: https://amazon.com/Unreasonable-Hospitality-Remarkable-Restaurants-Business/dp/0593418573
Book: The E-Myth Revisited by Michael E. Gerber: https://amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280
Previous guests include: Sabrina Valle and Jessica Quon, co-founders of the Jam Stand and Mighty Picnic, Tom Hunt, Founder and CEO of Fame, Kenny Dettman, Founder and CEO of TaxNow, Rick Zullo, founder and managing partner of Equal Ventures, Adam Schwartz, founder and CEO of Parable and former co-founder of TeePublic.
Check out our three most downloaded episodes:
Check out our three most downloaded episodes:
- Scaling Smarter: Adam Schwartz on Data, AI, and Entrepreneurial Growth
- The Exit Playbook: Johan Hoernell’s Secrets to Scaling and Selling
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