show episodes
 
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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Exploring how the most ambitious CEOs grow great companies. Each week we dive into the strategies and tactics that build transformative businesses with the operators doing it firsthand. Learn more at https://tlaopodcast.com/
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Build and Exit

Julie Wilkinson

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As a chartered management accountant by trade, I uncovered my true potential at 37, moving from a well-paid corporate job to building my own accounting and consultancy firm. Having worked on 5-10 acquisitions or business exits each month for clients, I understand the key challenges business owners face, including getting the real value they want for their business, whilst having the right controls and processes in place so the business can run independently of the owners. The Build and Exit ...
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Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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The MBA Way

Erik "The Viking" Solbakken

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The MBA Way Podcast brings resources and advice to Canadian business owners with a splash of entertainment. We interview thought leaders, business advisors and other successful Canadian business owners to help traverse the often-logistical nightmare of owning and running a business. Why did we start this podcast? It’s simple really. At MBA Chartered Professional Accountants we have 3 Core beliefs. 1)We believe that business owners are the most important people on the planet, 2)We believe tha ...
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Strategy and the Virtual Controller

Penny Breslin & Damien Greathead

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Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow. Nothing discussed will be rocket science, instead they'll be discussing 'how' firms have successfully, and not so successfully, pursued growth. Penny and Damien will be sharing their insights on how firms can be successful by focusin ...
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Accelerator

Starter Studio, Josh Elledge, Bryan Orr

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Accelerator follows the stories of Central Florida Startups as they apply for, participate in, and graduate from Starter Studio - an Orlando-based tech startup accelerator program. Each season of Accelerator will follow a class and document their background, challenges, growth, and eventually show off their progress during demo day.It won’t all be roses. The challenges of an accelerator program can be taxing. But the potential rewards will be revealed in this Shark Tank meets The Apprentice ...
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The Bookkeeper Basecamp Podcast is for you if you are a bookkeeper, accountant, or other MoneyPro looking to build a profitable financial services business. Each week, business coach, Amazon bestselling author, accountant, and your virtual biz bestie, Kemberli Stephenson, interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPros who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategie ...
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Welcome to Professional Services Growth and Marketing, the podcast that dives deep into the strategies and success stories driving the growth of professional service firms. If you're an entrepreneur, leader, or professional in the realms of law, accounting, architecture, medicine, and more, this podcast is your essential resource for insights, inspiration, and actionable advice. Hosted by Emerald City Productions team members, a seasoned expert marketing agency in the field of professional s ...
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What do we do when we find ourselves up against the many leadership challenges that exist within our chosen careers? We all have goals and achievements that we would like to accomplish. Unfortunately, these desires do not come equipped with insight or awareness on how to bring these accomplishments to light. In essence, this is why the Dream Octane Niche Finder framework was formed. Our founder, Clifton C Manning, spent the first 17 of his 20-year career in healthcare working with physicians ...
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show series
 
Episode 217 FACULTY: Chayton Farlee CLASS: #TheGuide Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of re…
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Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we’re thrilled to welcome Christian Brim, a Profit First Professional and the distinguished author of "Profit First for Creatives." Christian dedicates his career to helping small business owners achieve financial stability and growth through innovative accounting strategie…
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Send us a Text Message. Shownotes can be found at https://www.profitwithlaw.com/440. Welcome to another insightful episode of the Profit with Law Podcast! In this episode, Moshe Amsel engages in a fascinating conversation with Jason Cercone, the founder and CEO of Bombtrack Media. Jason recounts his unique journey into podcasting, which began out o…
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Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…
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Ep. 232: Alex (@aebridgeman) is joined by Sara Heston (@sara-heston). My guest today is Sara Heston. We discuss the latest findings from the 2024 Stanford Search Fund Study, which reviews trends from the past two years. Key topics include rapid growth in the Search Fund industry, changing searcher backgrounds such as 24% of searchers not having an …
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Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the …
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In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode. In this episode you’ll hear: How to identify when things are not working out with a te…
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Navigating real estate decisions for your Cannabis business is a complex process with no one-size-fits-all solution. Whether you're setting up a cultivation facility, manufacturing plant, or dispensary, understanding the pros and cons of leasing vs. owning and the tax implications of each is crucial to making informed decisions that align with your…
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Life insurance has become an increasingly controversial topic in recent years due to the opinions of financial gurus on YouTube, insurance salesmen, and media giants especially when it comes to using it as a vehicle to build wealth. When considering life insurance as a wealth building vehicle, it really comes down to who is using it and how they ar…
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Episode 216 FACULTY: Alyssa J. Dillon CLASS: #SocialStudies In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging soci…
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This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the series I'm cal…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are thrilled to have Venus Michael as our guest. Venus is the author of "Profit First for Photographers," a groundbreaking book designed to help photographers escape the cycle of entrepreneurial poverty and achieve financial clarity. She shares insights into common finan…
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Send us a Text Message. Shownotes can be found at https://www.profitwithlaw.com/439. Welcome to the Profit with Law Podcast! Joining us today is Eduardo Briceno, a renowned keynote speaker, facilitator, and author who has dedicated his career to fostering cultures of learning and high performance. In this episode, Eduardo sheds light on the power o…
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In this episode, we sit down with Brendan Anderson, founder of ScaleCo Capital, a private equity firm focused on micro-cap companies. Brendan shares his journey from commercial banker to business owner and investor, offering valuable insights on entrepreneurship, work-life balance, and strategies for business growth. He discusses Scale Capital's ap…
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Join us as we sit down with Carrie Saunders, partner at BCS Engineering and host of the 'E-commerce Made Easy' podcast. With over 20 years of experience helping online businesses thrive, Carrie shares her journey from grad school entrepreneur to industry veteran. Learn about maintaining work-life balance, adapting to industry changes, and the impor…
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Send us a Text Message. “To get the best marketing results, you’ll need to assemble a team of badass people to work with you. Luckily, we have them in spades and raring to go.” That’s pulled straight from William Walczak's website at Hiilite and its the same energy he brings to today’s conversation. William works to bridge the gap between the scien…
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Ep.231: Alex (@aebridgeman) is joined by Rick Ruback and Royce Yudkoff. My guests today are Rick Ruback and Royce Yudkoff, both Harvard professors for entrepreneurship through acquisition and co-authors of the most popular and well-known piece of content in search, the HBR book How to Buy a Small Business which I would consider the bible of the sea…
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What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence and the rigorou…
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Gender bias exists when applying for funding in the venture capital industry. It’s a fact, women are less likely than men to not only succeed in getting funding but for applying for it in the first place. This disadvantage is something that has driven my guest in this episode, David B Horne, to help rectify. David is the Founder of Funding Focus, a…
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Episode 215 FACULTY: Samantha Musser, CPA CLASS: #TheGuide In this episode of Accounting High, we sit down in the guidance counselor’s office with Samantha Musser, CPA also known as 'The Happy Accountant'. Samantha shares her journey from studying fashion merchandising to becoming a CPA and starting her own accounting firm. She discusses the key to…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches …
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Send us a Text Message. Shownotes can be found at https://www.profitwithlaw.com/438. In today's episode, we're thrilled to have Jan Roos, an award-winning entrepreneur, author, and speaker, who brings a wealth of knowledge on effective marketing strategies for law firms. Moshe Amsel and Jan dive into the intricate challenges of identifying the righ…
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What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teaching to a succe…
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How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!…
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Ep.230: Alex (@aebridgeman) is joined by Anand Sanwal (@anandsanwal). My guest today is Anand Sanwal, founder and former CEO of CB Insights, which provides data and intelligence on private markets, companies, and investors. Anand recently hired a new CEO for CB Insights and stepped into a chairman role. Anand ran the company for 14 years and develo…
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Alyssa Lang interviews Ashley Strong Smith, Intentional Living Coach, Author + Host of Living an Intentional Life Podcast. Alyssa and Ashley dive deep into how to align with yourself, your business and your friends and family without burning out and how to live an intentional life. In this episode you’ll hear: How to align with what you want in bus…
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In this episode, Todd interviews Paul Pahoresky, Managing Member of PRP & Associates. Paul shares his journey from academia to entrepreneurship, discussing the challenges of starting and running an accounting firm. He offers insights on building a strong team, maintaining work-life balance, and staying innovative in a traditional industry. Paul als…
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In this episode, we sit down with Engelo Rumora, co-founder and CEO of Oz Realty. Engelo shares his inspiring journey from high school dropout to successful real estate investor and entrepreneur. He discusses his move from Australia to the US, his experiences flipping over 1000 properties, and the valuable lessons he's learned about perseverance, h…
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There are two reasons why cultivators need proper financial modeling: For licensing. Most states require some form of a plan that illustrates that you understand what your operating costs will be and that you have enough capital to fully fund operations. For investors and operators alike, modeling is incredibly important to ensure that there is a p…
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Investing in real estate historically has been a tried-and-true method of building wealth over the long-run, if you have the right wherewithal and mentality to do it – Let’s face it, it takes work. However, as with any type of investment, investing in real estate has its own set of risks. Without proper analysis, you can lose a lot of money even if…
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Episode 214FACULTY: Yuri Kapilovich, CPACLASS: #ShoperationsIn this episode of Accounting High, Scott interviews Yuri Kapilovich, the 'Fun CPA,' to discuss his non-traditional approach to running a CPA practice. They explore Yuri's career journey from numerous CPA firms to his own practice, emphasizing his pursuit of individual tax over corporate t…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substa…
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Send us a Text Message. Shownotes can be found at https://www.profitwithlaw.com/437. Welcome to another insightful episode of the Profit with Law Podcast! In today's episode, Moshe Amsel is joined by retirement plan expert, Courtenay Shipley, to delve into the intricacies of retirement planning as a business owner. This conversation explores everyt…
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Send us a Text Message. Tony Woods shares his impressive resume, working with National Money Mart, BC Ferries, and now as the owner and president of THINK Communications, working with business owners with white glove IT services. THINK stands for Truth, Honesty, Integrity, Networking and Knowledge; their tagline is "Great People, Great Ideas." As a…
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Ep.228: Alex (@aebridgeman) is joined by Brett Kelly (@BrettKPG). My guest on this episode is Brett Kelly, founder and CEO of Kelly Partners, a publicly traded accounting, tax, and advisory firm with global ambitions and a roughly $350m market cap. Since 2006 they have done 80 acquisitions and developed a strong playbook for building best-in-class …
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In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?…
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In this episode, Todd interviews John Rampe, President and CEO of Torque Transmission, about his career journey in a small manufacturing business. John discusses how he worked his way up from sales and took on various roles, and shares insights into the opportunities and challenges of running a small business. He also offers advice on evaluating ne…
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This episode features an interview with Adam Oakerson, president of Extreme Express, a logistics company that has grown from two trucks to over 75 employees across multiple facilities. Adam shares his background in public health and what inspired him to take over a small transportation company in 2018. He discusses the challenges of growing the bus…
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In this episode, host Todd Expert interviews Terrence McCarron, CEO and founder of OpinionRoute, a survey operations company and technology platform. Terrence shares the story of how he started his business after identifying problems in the market research industry. He discusses the challenges of scaling a business and building a leadership team. T…
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What’s the worst thing that could happen during an acquisition? Up there at the top must be finding fraud from the seller. Kemi Egan is my guest in this episode, and she found just this during one of her acquisitions. A seller was using a fraudulent pension scheme discovered by HMRC. Even then during the legal process the seller, and their defence …
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Episode 213 FACULTY: Naomi Granger, CPA CLASS: #TheGuide In this episode of Accounting High, Scotty interviews Naomi Granger, CPA, founder of The National Association of Cannabis Accounting and Tax Professionals (NACAT) and the historic co-founder of Dope CFO. Naomi shares her journey from traditional corporate accounting to the niche field of cann…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can ei…
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Send us a Text Message. Shownotes can be found at https://www.profitwithlaw.com/436. Welcome to another episode of the Profit with Law Podcast! In this episode Moshe Amsel sits down with Adam Williams, the founder of Rust Belt Business Law and Pennywise Tax Strategies. Adam shares invaluable insights on embracing an entrepreneurial mindset, the imp…
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Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.By Brannon Poe/Blake Oliver
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Ep.227: Alex (@aebridgeman) is joined by Dustin Seal (@dustinseale). My guest today is Dustin Seale, co-author of Lead Through Anything alongside Ed Manfre and managing partner at executive search and leadership firm, Heidrick & Struggles. Dustin has spent his career working with high-performing CEOs from over 70 countries to help transform teams a…
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Alyssa Lang interviews Matt Tipton, Owner and Founder of WhyHR, an HR firm that focuses on partnering with business owners to assist them in navigating the unknown of having employees. They talk through HR rules and compliance, employees vs contractors, how to decide between hourly or salary roles and so much more. In this episode you’ll hear: Why …
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