He Went From 800 Clients Down to 400 on Purpose. Here’s Why | Pt. 2

What happens after you acquire a business with 800 clients? In Part 2 of this podcast, Darrel Donohew sits down with Greg from Cornerstone CPA to talk about what happened after the acquisition and why Greg eventually reduced his client base from 800 to under 400 clients. They discuss building the right team, why Greg intentionally hired an operations manager with no tax or accounting background, and how bringing in someone with a fresh perspective helped improve communication and operations. They also talk about the challenge of transitioning a legacy, paper-based business into a more modern and technology-driven operation while still maintaining strong client relationships. Sometimes growing a business means knowing what to cut. #realestate #business #finance #realestateinvesting