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Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth

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Manage episode 492453092 series 3620694
Content provided by Whitman Transition Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whitman Transition Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

How can minority investments transform CPA firms—and what role does Bitcoin play in the future of finance?

In this episode of Everything CPA and Private Equity, Mike Williams, Managing Partner of TruVestments, shares how his team is helping CPA firms scale, retain control, and lead clients into the next generation of financial strategy.

In this episode, you’ll be able to:

  • Understand how minority investments offer cash infusion without loss of control

  • Learn why EBAC may be more valuable than EBITDA when it comes to firm valuation

  • See how CPAs can integrate wealth management to deepen client relationships

  • Explore the growing relevance of Bitcoin and digital assets in long-term planning

  • Hear how future-focused firms are preparing for the digitization of finance

Listen now and explore how your firm can lead in the next era of opportunity!

#CPALeadership #WealthManagement #PrivateEquity #DigitalAssets #FutureOfFinance

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 492453092 series 3620694
Content provided by Whitman Transition Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whitman Transition Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

How can minority investments transform CPA firms—and what role does Bitcoin play in the future of finance?

In this episode of Everything CPA and Private Equity, Mike Williams, Managing Partner of TruVestments, shares how his team is helping CPA firms scale, retain control, and lead clients into the next generation of financial strategy.

In this episode, you’ll be able to:

  • Understand how minority investments offer cash infusion without loss of control

  • Learn why EBAC may be more valuable than EBITDA when it comes to firm valuation

  • See how CPAs can integrate wealth management to deepen client relationships

  • Explore the growing relevance of Bitcoin and digital assets in long-term planning

  • Hear how future-focused firms are preparing for the digitization of finance

Listen now and explore how your firm can lead in the next era of opportunity!

#CPALeadership #WealthManagement #PrivateEquity #DigitalAssets #FutureOfFinance

  continue reading

32 episodes

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