4 CPA/Bookkeeper Acquisitions with Patrick Dichter

Patrick Dichter is such a fun guest and entrepreneur to have on. His wealth of knowledge is so valuable. You will not be disappointed in this episode.

Podcast Nuggies:

• Grew Apple Tree from ~$1.2M rev / ~$330k SDE to ~$4.5M in 4 years—non-CPA owner.
• Pipeline: ~500 cold emails → ~20 calls → 6 LOIs → 1 close; personalize & call now.
• Target "professional services" (non-licensed) so non-CPA ownership works.
• Structures: SBA + cash + seller notes; two fully seller-financed; carve-out was best.
• Lessons: first deal is hardest; change management is tough; precision matters.

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Appletree Business Services - https://appletreebusiness.com/https://www.linkedin.com/in/pdichter

Inspired or Acquired -https://podcasts.apple.com/us/podcast/inspired-or-acquired/id1741345654