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Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
27 minutes 43 seconds
4 months ago
Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth
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
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
