Description

Got a question? Text me!

Should you build your CAS firm from scratch—or buy an existing one? In this episode, Roman Villard breaks down both paths with real numbers, trade-offs, and a clear decision framework. From acquisition pitfalls to startup loneliness, this is your roadmap to choosing the right launch strategy.

—

⏱️ Chapters

01:05 – Example: $400K Revenue Firm for Sale

01:20 – Traditional vs. Modern Firm Multiples

03:00 – Buy Analysis: Revenue Stickiness, Client Fit, Scalability

04:07 – What You’re Really Inheriting When You Buy

05:00 – Why Build? Control, Brand, Clean Tech Stack

07:03 – The Loneliness of Starting From Scratch

08:35– Integration Costs: Time, Dollars, Team Alignment

09:37 – How to Decide: Vision, Fit, Skillset, Capital

12:10 – Know Your Firm Vision Before You Decide

—

✅ Key Takeaways:

• Buying isn’t a shortcut. Most firms on the market are turnarounds in disguise.
• Building gives control. But requires capital investment and patience.
• Consider your skillset. Are you a visionary or an integrator?
• Cash vs Time. Choose based on what resource you can best leverage.
• Vision wins. Start from a clear idea of what firm you want to build.

—

📢 Want to design a modern CAS firm around automation, advisory, and client impact?

Tune in weekly for more episodes of CAS Minute — tactical, honest, and future-focused.

🔔 Subscribe & turn on notifications for weekly drops.

Thanks for listening! Come Say Hi 👋

Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel