Deciding to skip business school to start a gym in 2013 changed my life forever. 

Here’s what happened next: 

2013: Launched United Fitness in Huntington Beach, CA, and grew to 6 locations

2016: Founded Gym Launch and switched from privately owning gyms to doing in-person turnarounds

2017: We transitioned from in-person turnarounds to a licensing business and helped over 4500+ facilities transform their businesses.

2019: Our supplement company, Prestige Labs, launched to help those gyms create another profit center and provide their customers with high-quality nutritional products.

2020: Started ALAN, a software company that helps brick-and-mortar businesses get twice as many people in the door on average for one-third the price of a front desk admin.

2020: Founded Acquisition.com, to invest in and help grow companies. Made our first 3 investments.

2021: We sold our majority shares of ALAN to a strategic partner and a 66% stake in Gym Launch and Prestige Labs to American Pacific Group.

It’s been a ride.

Today, through Acquisition.com we participate as minority or majority partners and use the same models that helped scale each of our companies.

If you own a profitable and growing $1M+ in EBITDA company and you’d like us to see if we can help you grow faster:
➡️ Reach out at Acquisition.com

Always looking to meet great companies and founders.

And if you're below that revenue/EBITDA, we’ve created resources to help entrepreneurs get to that point for free. You can grab Acquisition.com free courses, books, and articles here:
🔗 Youtube @AlexHormozi
🔗 Instagram @Hormozi
🔗 Twitter @alexhormozi
🔗 TikTok @ahormozi
🔗 Podcast: The Game w/ Alex Hormozi
🔗 #1 Best Selling Book: $100MM Offers (400,000+ copies, 13,000+ 5-stars on Amazon)
🔗 Free Courses at Acquisition.com
🔗 Speaking Inquiries: acquisition.com/speaking

Alex Hormozi

You can beat 99% of people by: 


1) Preparing the night before.  
2) Showing up early.
3) Leaving only when the job is done right.
4) Remembering people's names.
5) Following up.
6) Improving one thing each time. 

It's not about being fancy. Doing the basics every time is what makes you advanced.

#alexhormozi #acquisition #sales #salestactic #leadershiptactic

Founder Acquisition.com, Co-Founder Skool.com. Get your free scaling roadmap👇

My last company sold for $46,200,000
Here are 8 lessons I learned that can help you: 

#1 Sell to rich people until you have the money to sell to all the poor people. The middle is where you get killed. Rich people pay for speed and convenience. 

#2 You lack priorities, not information. Problems are easy to solve if you know what you’re after. 

#3 Things are hard because your team isn’t as good as you think they are. Your standards are too low. Your best talent you have not even hired yet. 

#4 Lots of rules mean you have dumb people. The more talented and capable your people are the less structure you need in your company. Only hire people who will raise the bar of the other team members. 

#5 If you want to get bigger, get better. Better leads to growth. Bigger leads to bloat. 

#6 You work all day but you can’t get anything done because you allow too many things that don’t matter distract you. Sometimes you have to let fires burn. 

#7 Building a brand takes a long time. However, it is the most valuable thing you can own. It gives you the ability to get incredible returns on advertising. It’s difficult to imagine something better than a strong brand. It just takes time. 

#8 You need to know the inputs and outputs of your money-making system,  broken down to the absolute smallest action. That way you can scale it while sustaining your margins.

#alexhormozi #acquisition #sales #salestactic #mergers

Don’t build confidence.
Build evidence.

Confidence comes as a result of evidence.
Not the other way around.

If I had $0 today, this is how I would get to $1,000,000 💰

Find a woman who kills drama instead of starting it, makes your life quieter not louder.

The only thing more expensive than a good lawyer is a bad one.
The only thing more expensive than a good accountant is a bad one.
The only thing more expensive than smart employees are dumb ones.

Price is what you pay. 
Value is what you get.
Just because it’s a good price, doesn’t mean it’s a good deal.

- Alex

You can beat 99% of people if you can: 




1. master the shame of rejection. 
2. master the boredom of repetition. 
3. master the pain of feedback.

To achieve great things you have to be willing to be disliked.

If you feel like you’re behind.
If you feel like you’re losing.
If you’re not sure if it’s going to work.
There’s nothing wrong with you.
Welcome to entrepreneurship.

Above your intelligence.
Above your work ethic.
You will be compensated in proportion to one thing.

Risk.

The risks you take in your life are directly correlated with how much you will be compensated.

Above your intelligence, above your work ethic, you will be compensated in proportion to your risk. 

- Alex ✊🏽

hiring people who are hungry to learn and grow 
> 
hiring people who have an ego and don't have an open mind

You can't beat someone who has already decided they will do whatever it takes for as long as it takes. 



And that person might as well be you.

If you are 20 to 30 years old, watch this every morning until you become great at what you do.

The most important habit you can have to succeed in your 9-5 and 5-9 🧠

You can't both want progress and want an easy life at the same time. 
If we want progress and growth we must accept the price attached to it.

The bigger the monster, the more epic the story.

Single greatest skill you can develop to get promoted faster 📈

People only root for others at two times:





1️⃣ First, when they’re at the beginning of the race.
2️⃣ Second, when they finish. 

Neither is when you need it. So, you have to master the middle. The boring, exhausting, soul-crushing middle. That’s where the winning happens. On your own.

- Alex ✊🏽

Daniel Talbott

Talbott Advisory Group

In 2023, Talbott Advisory Group, launched M&A advisory services and soon found a niche in helping other accounting firms and their clients exit their businesses quickly, easily, and for the most money possible—or grow through acquisition.  

Brokered by: eXp Commercial

M&A Advisor

Talbott & Co., now Talbott Advisory Group, started by offering bookkeeping, accounting, tax services under the name Balancely, and fractional CFO services as Profit and Grow. We now exclusively focused on mergers and acquisitions advising and business brokerage. 

Talbott & Co. began in 2019 as a family owned and operated advisory accounting firm, offering tax planning, tax preparation, bookkeeping, and strategic advisory services to small businesses all over the US.

Business Consultant

eXp Commercial

Business Broker

Acquisition Experts, LLC / Florida Business Brokers

Formations

Formations is an tax accounting software as a service company, building a platform to offer bookkeeping, accounting, and tax preparation to Real Estate agents and other professionals.

Sr. Corporate Tax Manager

Collective

Joined the co-founders as the first full-time employee. Served the client base of Solo Entrepreneurs with accounting, tax planning, and tax preparation. 

Managed Sales and Client Success, and aided in build the Operation, Marketing, and Fulfillment teams.

Senior Tax Advisor

Omni Financial Vero Beach, FL

Once credentialed, as an Enrolled Agent, built a client book of 80 cases; high net worth, business owners, and non-profits. 

Managed and implemented tax controversy resolutions and tax mitigation strategies. Handled all negotiations with the Federal and State taxation authorities. Advised clients in ongoing tax mitigation restructuring.

Tax Associate

Career pivot into Tax Accounting

Served as paralegal to a Tax Attorney while learning the tax resolution and tax planning business, and working toward licensure. 

Analyzed tax controversy cases, established initial resolution strategies, prepared financial packets, offers, and abatement letters.

Tax Law Paralegal

Bankers Surety

2013-2014, founded and operated an independent agency. 

2014-2018, acquired and operated a larger, more established agency, and served as Principle Agent.

Principal Agent

As a limited liability surety agent, I managed business development, customer relationships, and financial underwriting of new bonds.

Agent

As an Intern / Agent-in-Training, I learned surety bond underwriting while preparing documentation and agency reporting. Responsible to managing notices and client contact.

Intern

I’m Daniel Talbott, founder of Talbott Advisory Group, where we specialize in helping accountants achieve their goals—whether it’s maximizing the value of their business for a sale, navigating growth through strategic acquisitions, or adding revenue through the addition of M&A Advisory services. 

With a focus on Main Street and lower middle-market firms, $500k-$5M in EBITDA, we bring expertise in M&A advisory, business brokerage, and a firm growth. 

My journey began as an entrepreneur, which gave me firsthand experience with the challenges of running a business. Over the years, I’ve scaled two venture-backed virtual accounting firms, launched my own client advisory accounting services (CAAS) firm, and expanded into mergers and acquisitions. Today, I combine my modern accounting firm expertise with a deep understanding of the human side of entrepreneurship to deliver results that matter.

At Talbott Advisory Group, we offer a white-glove, investment banking-level experience to firm owners looking to sell their businesses, acquire new ones, or build a strategy for long-term success. My specialty lies in serving accountants and professional service firms, but my passion is helping all entrepreneurs reach their next chapter, whether they’re planning for retirement or pursuing growth opportunities.

Let’s connect if you’re ready to:
	•	Maximize the value of your Firm
	•	Acquire another Firm to fuel growth
	•	Scale your Firm by offering M&A Services

📩 Reach out—I’d love to help you achieve your next big goal.

Founder / Fractional CFO

Talbott & Co. is a fractional CFO, tax resolution and planning, and consulting firm serving companies anywhere in the USA.

📣 Just Sold: Virtual CAS Firm

Valuation: 2.125x Revenue - 6.3x EBITDA

RightExit brokered the sale of a fully virtual bookkeeping / CAS accounting firm

• 100% remote | virtual firm
• US and PH employees
• Business client niche
• $4,000,000 revenue
• $1,350,000 EBITDA
• $1,929/mo avg fee
• 34% net margin

Sold to a strategic acquirer executing a PE-backed roll-up growth strategy

Based on these stats

What’s you firm worth in today’s market?

The market is hot 🔥, NOW is a great time to exit

———

RightExit brokers the sale of businesses in the upper Main Street and Lower Middle markets 
($2m-$20m)

I specialize in bookkeeping, accounting, CPA, tax, and advisory firms. 

Want to know the ONE thing you should work on next to boost your firm’s value?

📥 DM me

Daniel Talbott, CEPA

Founder, RightExit® | M&A Brokerage for firms $2m+ revenue | You built a firm on trust and relationships, we’ll find the next steward for your legacy.

No alternative text description for this image

What actually makes a firm valuable? 

It's not revenue
It's not profit
It's not niche

The answer is almost never what owners expect.

It's how durable and transferable the firm is. 

If there is too much dependence on you, or overworked team members, it could be worth nothing!

On March 24th at 4PM EST, I'm sitting down with Agustín Morrone from Vintti to break this down from the M&A and the talent side.

We’ll share real strategies for structuring and recruiting a team that will increase your firms value.

Take a break and bring some questions!

At the very least, you will learn something to help make busy season more bearable. 

Reserve your spot at this link: https://lnkd.in/eT8-xep5

When selling an accounting firm
 the financials are usually pretty clean

The messy part is the Organizational Chart

• Receptionists doing bookkeeping

• Tax professionals packing and mailing tax returns

• That one experienced accountant who gets the hard stuff

One of the best things you can do for your firm is to clean up the Org Chart

Break down your roles into:

Junior -role-
-role-
Senior -role-

ie.

Junior Controller
Controller
Senior Controller 

Each level of each role in your firm should only be responsible for 3-5 tasks

Each task should have no more than 3-5 measurable performance indicators 

Easy to manage

Easy to track headcount needs

Everyone is 3-6 months from a promotion and a raise

Is this how your firm is set up already
 or is it something you need to work on?

———

RightExit is a M&A Advisory firm for Accountants, CPAs, and Advisors

We broker the sale of firms in the upper Main Street and lower middle markets ($2m+ revenue)

Want to know the ONE thing you should work on next to boost your firm’s value?

📥 DM me

March and April are the most important months for accounting firm VALUATIONS.

Not just because you will earn most of your tax revenue for the year.

Because it's the best time for the 2 major ways to increase your firms value.

1.) Upsell / Cross-Sell services

Your clients are finally paying attention in March and April

No one likes to pay taxes

So this is the one time of the year your clients will really HEAR your advice 

This is the opportunity to offer them:
- Tax Planning
- Monthly Bookkeeping
- Fractional CFO Services

Those key recurring and advisory services that we help them make or keep more money!

2.) Referrals! 

When you speak with your clients

and they tell you how happy they are

that's the time to see if they know anyone who isn't happy!

Don't miss out...

It's easy to get lost in the weeds and forget that you're a business owner first

and accountant second.

All of the levers to increase the value of your firm

Sell to more clients
Sell more to clients
Sell to clients more
Raise prices 👆 
Cut costs 👇 

1️⃣ Sell to more clients

Pretty self explanatory. Sell your services to more unique clients to drive revenue up. 

2️⃣ Sell more to clients

Offer complementary services to improve the total lifetime value of a client. ie. upsell tax clients tax planning services

3️⃣ Sell to clients more

This is frequency of purchases. The more times someone buys, the more opportunity there is to generate profit. Think of each time you get paid as an individual purchase. 

Annual bookkeeping (1 purchase)
Quarterly bookkeeping (4 purchases)
Monthly bookkeeping (12 purchases)
Weekly bookkeeping (52 purchases)

Annual bookkeeping $3600
Quarterly bookkeeping $900
Monthly bookkeeping $500
Weekly bookkeeping $300
(actual averages charged by real firms)

The same clients is worth
$3,600
$6,000
$15,600
to different firms.

What about for tax?

One time preparation 1120S $1,500
Quarterly tax estimates with prep $500 x4
Monthly tax subscription $250 x12
(I’ve actually done this)

4️⃣ Raise prices 👆 

Make raising prices a standard part of your year. Bundle it with encouraging your clients to raise their prices. Give inflation data to support their recommended price increase. If it makes sense for them to do it, it makes sense for you to do it. 

Even if you don’t raise every year, make sure to have leveled prices at some point. We all deal with scope creep. If you avoid it, it’s robbing your retirement. 

5️⃣ Cut costs 👇

Cutting costs is easier than ever. 

Most of us are paying for redundancies. Simplify and optimize your tech stack. 

Review your staff and highlight top producers, elevate the middle, replace the bottom. 

Consider automating or offshoring basic workflows, and look into remote and nearshore top talent for reduced payroll costs. 

———

RightExit® brokers the sale of businesses in the upper Main Street and Lower Middle markets 
($2m-$20m)

I specialize in bookkeeping, accounting, CPA, tax, and advisory firms. 

Want to know the ONE thing you should work on next to boost your firm’s value?

📥 DM me

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The Battle

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Daniel Talbott

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