What’s it like to complete nine acquisitions in a single year? Join us as Rich shares his CFO mind-set and reveals how after a busy year of M&A activity Veritext ‘s finance team is keeping a keen eye on performance measures across a quickly expanding enterprise.
Listen to the Episode Below (00:16:20)
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Acquiring a Taste for Business: A CPA with an MBA’s Appetite
“I started my career off in public accounting, and I can recall leaving the office the first day thinking that to become a partner it would take me eight or nine years, and that would be my career path. I left the second day thinking ‘how am I going to get out of this.’ It just wasn’t the right path for me, and I made up my mind shortly after getting my CPA that I would go back to school and get an MBA in finance.”
Health of a Merger: Client Retention, Productivity & Efficiency Ratios All Help Narrow Finance’s Lens