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

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

28 Minuten

Beschreibung

vor 5 Monaten

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

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