Anders + Summit Merger Story
At Summit, we’ve eliminated that busy season by working with clients throughout the entire year—meeting with them on a regular basis. My legacy is to help the accounting industry get away from the traditional mindset. Combining what we’ve learned over the past 20 years with the already progressive practices at Anders will keep us on our path to be the firm of the future. My goal for some time now has been to get to the $50 million mark; however, we needed more Virtual CFOs, a larger capacity, to grow to our goal. We realized quickly that partnering with a larger firm like Anders would allow us to do just that—hire in advance. Now, we have the bandwidth to recruit and build faster than we could have ever done on our own, really giving us the opportunity to accelerate our growth. Could we have gotten there without Anders? Yes, but it would have been a slower burn. I’m excited about the new chapter. With the merger, I signed on for five years minimum, but in reality, I don’t think that’s going to be the minimum. I think I’ll be here until retirement. I want to make sure everything Summit built— our concepts, ideas, and philosophies—will be carried over to Anders. I believe they will.
My role for now will be leading the Virtual CFO Division of Anders and expanding it to be the largest department within the firm. I think that can easily be done within a three- to five-year period. And I’m motivated to do that. Summit is a platform company, meaning we could take this platform anywhere and be successful with it. Bringing Anders into our platform allows both firms to set records within the industry beyond our wildest dreams. I’ve got another goal as well. On our way to $50 million, the efficiencies we create will allow us to develop a culture where the team isn’t working more than 45 hours a week throughout the year—and word starts getting out. I’d love to be at a major conference, East Coast, West Coast, maybe even Montreal, and have someone ask me where I work, and when I say, “Anders,” they say, “Wow, that’s pretty cool. How’d you get that job? That’s the premier job.” That would be the ultimate high five.
Where do you work?
Anders!
Wow! That’s a premier job.
I’m optimistic about the future and reaching that $50 million mark!
AFTER ALL, GOALS ARE MADE TO BE REACHED, BUT RECORDS ARE MADE TO BE BROKEN.
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