Patrick Mumman leads origination at CBIZ (NYSE: CBZ), the number eight accounting firm in the United States following the Marcum acquisition. He previously spent 12 and a half years at H&R Block running a roll-up strategy across small accounting and tax practices, giving him a ground-level view of what selling a business actually feels like for owners who have never done it before.
Eight deal professionals share the M&A moments the CIM never shows -- from birthday cake mid-presentation to a buyer who died before close