Trust, then Verify: CPA values well-researched second opinion prior to purchasing firm
When experienced accountant Lisa Mayo was approached about buying another firm, she turned to the UGA SBDC not as an expert—but as a client. With guidance from SBDC consultant Rick McMurtrey, Mayo carefully evaluated the opportunity, purchased the practice, expanded into a larger space, and grew Mayo & Associates into a thriving full-service firm with rapidly increasing revenue and staff.