Host Mark Stiles, CPA and founder of MASCPA, sits down with power couple Nate and Liz Lenz, co-founders of Concurrent and Lenz Insights, to unpack what it really takes to scale a business with your spouse, your values, and your people intact.
They reveal how to lead through blurred lines of personal and professional life, what scaling looks like beyond $1M in revenue, and why building human capital is the real unlock for margin and momentum.
From SOPs to surprise-and-delight client moments, from Widget frameworks to preparing for generational wealth transfer, Nate and Liz walk us through the kind of intentional leadership today’s founders need to build a durable business that runs without losing its soul.
Whether you're at the $1M inflection point or thinking about succession, this episode offers a front-row seat to what smart scaling actually sounds like.
Timestamps:
[00:00] Welcome to The Scaling CFO
[01:20] Nate & Liz on Merging Marriage with Mission
[04:15] The Truth About Balance, Boundaries & Clarity
[06:10] From Chief Everything Officer to Chief Evangelizing Officer
[08:30] Human Capital as the True Scaling Engine
[11:45] Clarity, SOPs, and Letting Leaders Lead
[14:30] Using the Widget Framework to Unlock Team Strengths
[17:05] Building Culture as an Output, Not Just Input[20:00] Operationalizing Your Values in a Scaling Firm[23:10] Coaching Advisory Firms Through Inflection Points
[26:20] People, Process, and Technology, In That Order
[31:00] Scaling the Advisory Experience: From Personal to Repeatable
[35:40] “Look for Lemons”: Creating Client Wow Moments[38:15] How Pareto Principle Shapes Smart Scale[42:00] Tech, Talent & the Future of Wealth Management
[47:40] AI, Validation, and the Human Side of Strategy
[50:30] Asking Better Questions = Better Client Retention
[53:10] Succession as a Process, Not an Event[57:20] Rapid Fire: Productivity, Resilience & Real Life
[59:30] Final Word: Be Honest with Yourself First
Connect with Nate & Liz:
Nate Lenz CEO, Concurrent
poweredbyconcurrent.comLinkedIn
Liz Lenz Founder, Lenz Insights & Practice Synergies Lead at Concurrent
Connect with Mark:
Mark A. Stiles, CPA
Founder, MASCPA | Host, The Scaling CFO
