This deal was a long time coming. I had been working with the managing partner at Elliott Davis for the past year. They were previously with my competition before I knocked them out. I spent a lot of time better understanding the needs and the vision the firm had moving forward and how we could better serve them. After a number of demos and one on one sessions with other partners at the firm, we were able to knock out the competition and they made a transition over to Bloomberg Tax for $135k
28
41 comment