In this episode of the Financial Acumen podcast with Rishi Gautam, CPA, Co-Founder & Director of Venning Advisors we discuss how firm owners can successfully transition their practice while preserving what matters most: client trust, team culture, and long-term legacy.
Tune in as we unpack:
• When and how to start planning your exit
• What causes CPA transitions to fail—and how to avoid it
• Strategies for valuing your firm, retaining staff, and communicating with clients
This is a must-watch for any CPA owner thinking about the future of their practice.
In this conversation with Doug Brown, CEO of CEO Sales Strategies & Author of Win-Win Selling, and the creator of the Double Your Sales Methodology, he shares his wisdom bytes on how business leaders and sales professionals can shift from transactional sales tactics to authentic relationship-building strategies that drive high-value deals.
In this discussion with Stephane Nasser Co-Founder of Open VC , we discuss the components of a great pitch deck including storytelling, content and design, financial projections, risk and scalability and the "call to action."
This is a must see podcast for entrepreneurs seeking capital from an executive whose platform attracts over 300 pitch decks per week.
In this discussion with Ivan Illian, AIF, CFS, Founder and Chief Investment Officer for Aligne Wealth Advisors, a best selling author of the book “ Success as a Financial Advisor for Dummies.” and an official member of the Forbes Finance Council, we discuss the difference between investing and speculating and cover topics such as market behavior, financial impact and risk management from these different approaches.
In this episode, David McCombie, Founder and CEO of McCombie Group, an M&A advisory firm that helps mid-market business owners sell their life's work at the best possible price and terms, and the author of the recently published book, "Selling Your Business with Confidence.”, helps us unpack the emotional and psychological aspects in the journey of selling a business. We also cover a possible double edged sword on how entrepreneurial DNA can impact the sale.
In this discussion with Thomas Garrett, CEO and Founder of TLGarrett, Executive Coaching & Consulting and Fortune 500 CFO, we discuss what it takes to build a world class financial organization and Office of the CFO, including core competencies, executive and leadership attributes and navigating today's business environment. Packed with wisdom gems from over 40 years of financial experience, Tom covers strategic leadership, technology savvy, people management and communication skills.
Unlocking Responsible AI: Navigating GenAI Adoption with a pioneer Risk Governance Framework! In this conversation with Jason Pikoos, Managing Partner, Client Experience and Ai Thought Leader at Connor Group, we discuss a pioneering enterprise risk framework for generative AI (GenAI) which provides a detailed guide to help companies of all sizes move into responsible GenAI adoption. See Link below to access the framework:
https://p.connorgp.com/l/795853/2023-10-17/35q9m1#Solutions
In this conversation with Jonathan Kingsley, Vice Chairman at Colliers and a veteran of the commercial real estate industry, we discuss the key considerations when evaluating commercial real estate opportunities, including strategic, financial, operational, risk management, and industry/market specifics. Jonathan also shares key wisdom bytes on how to make such a critical cultural decision for your business, as well as a future outlook of the commercial real estate space.
In this conversation with Gamal Codner, CEO Founder of Codner Inc, an e-commerce coach and consulting company he shares his wisdom bytes on how to scale & exit e-commerce brands for maximum value. In addition to brand building and optimizing operational performance, we cover a broad array of leadership topics including building generational wealth, maximizing joy at work, overcoming burnout and stress, and the importance of community and learning.
In this episode with Shawn Sackman, Commercial Banking Leader for Regions Bank, we discuss the process and key factors that banks consider when assessing the creditworthiness of your business and candidacy for debt financing. We explore a number of areas including financial metrics, credit history, business plans and collateral in support of credit applications.
In this conversation with Gus Perez, Partner and National Leader Valuation Services for Cherry Bekaert, we discuss the various techniques to value businesses as well as strategic, risk and operational considerations to improve business value.
In this podcast episode with Nicole Fernandez McGovern, President RCM Financial Consulting and Board Member MGO Global Inc, we discuss the importance of implementing strong financial controls, processes and systems in start up companies. We also cover best practices to ensure transparency and accountability when dealing with investors, lenders, and other stakeholders, as well as tactics to protect value as the business scales and grows.
In this conversation with Howard Shore CPA, Founder & CEO of Activate Group, which helps ambitious and high growth companies scale up, increase profit and improve management through executive and business coaching. He is a best selling author of “The Leader Launchpad” and “Your Business is a Leaky Bucket.” Howard is also a CPA and brings simple, effective and practical coaching tools on entrepreneurial finances to his client base.
In this conversation with Pete Fernandez, Managing Director & Wealth Partner at J.P Morgan Wealth Management, we discuss the key wealth considerations entrepreneurs face before and after a major liquidity event, including uses of capital, legacy planning, risk and opportunity analysis, and lifestyle decisions.
In this conversation with Scott Mager, Market Managing Partner at Grant Thornton, South Florida, we discuss getting your accounting and administrative house in order, especially in anticipation of strategic changes such as growth, IPO, exit sale, succession transition, or business relocation.
In this first of a two part episode with Emil Stefanutti, Founder & CEO of Shoppr.tv and over 20 years as a highly successful entrepreneur in the tech, media and design industries, who despite starting with little financial background, managed to learn and build his financial acumen to help build thriving and valuable businesses, including ContractRoom, a disruptive and award winning legal tech company.
In this conversation with Matias Campiani, Vice President of Business Development for Aurelius, he shares his approach to assessing struggling companies which are candidates for value investing and then executing the turnaround. We discuss the deadly business killers and how to overcome them, together with driving value post-investment. Packed with wisdom bytes, this episode is not just about financial engineering for a company in distress, but also signs that lead up to sub-optimal performance and how to avoid them. Culture being the key indicator.
In this episode with Matt DiGregorio, Partner at Lockton, we discuss the financial evaluation of Employer Sponsored Health Benefit Plans including plan design, key metrics and communication to the workforce. Matt shares his wisdom bytes on how to make informed decisions that benefit both your employees and your bottom line, with the goal for a healthier and more productive workforce.
In this conversation with Leah Turnbull, Managing and National ESOP Practice Lead with BMO Corporate Advisory, we discuss the spectrum of ownership transition and liquidation strategies ranging from dividend recapitalization, share repurchases, ESOP's to complete sale of a business.
In this conversation with Mark Chaves, International Tax Partner at Marcum LLP, we discuss different business entities and considerations for choosing the ideal structure for tax efficiency, compliance and tax planning strategies.