The CPA Who Cracked the Code | Greg Wilson
Manage episode 509393897 series 2922673
Greg Wilson knows money. This dude spent years as a CPA and CFO helping other people build wealth and raise capital. Built a service business from scratch. Helped companies achieve multi-figure exits. Now he's taking everything he learned and applying it to his own real estate development projects. Greg breaks down the difference between debt and equity financing. When to use each one. How to avoid the toxic debt that kills businesses at 40-50% APR. He walks through the real cost of capital and why understanding your cash flow is literally the difference between survival and death in business. We dive into his transition from doing this for everyone else to doing it for himself. His first development project in Houston. $5 million total build-out for industrial flex space with a $7.5 million exit value in 24 months. Greg shows you how he found the right partners who've done a quarter billion in development and how he's bringing his friends into deals to build wealth together. The pandemic money was crazy. $2 million loans at 3.75% for 30 years. Greg filed hundreds of ERTC credits for clients. But here's the thing. That money's gone now. Interest rates are high. Capital is scarce. Greg explains how to navigate this new landscape and why the right capital at the right time can still fuel massive growth even in tough conditions. This episode is pure entrepreneur wisdom. No boring accounting talk. Just real strategies for raising capital, building wealth through real estate development, and understanding the cash cycle that keeps your business alive. Greg's got the heart to help people and the brain to make it happen.
We Meet: Greg Wilson, Precision Financial (Partner), Fortitude Wellness (Owner), Captain Capital (Partner)
Connect:
Connect with Rick: https://linktr.ee/mrrickjordan
Connect with Greg: https://www.instagram.com/thegregmwilson/
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About Greg:
Greg is a successful business owner, CPA, and partner at Precision Financial and Captain Capital. He has over 15 years of CFO, business, and investment expertise. His accomplishments include raising over $100m for clients in his career, growing companies to navigate multiple-figure exits, building a service-based business from the ground up, and building a successful investment portfolio through business lending and real estate. He is also the Founder of Fortitude Wellness, which provides high-value experiences for others to improve their Health, Wealth, and Relationships Greg has dedicated his life to finding flexibility, freedom, purpose, and fulfillment in all aspects of his life and is passionate about helping others do the same.
596 episodes