What does it really look like to take two separate firms and build one shared company, culture, and team, without losing your mind in the process? In this episode of Unbalanced, Kim Kelleher and Heather Deibele (co-founders of Luma accounting) walk through the real story, from “we should grab coffee” to “we’re calling attorneys.” They share how they tested the waters by cross-supporting client work, what it was like to bring two teams into one rhythm, and why it took time for the magic to show up in leadership meetings. You will hear the behind-the-scenes details firm owners actually care about: partnership agreements, switching vendors when you realize the fit is wrong, merging systems, and how to keep making progress when you do not have a tiebreaker.

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