The Opus & Golds Group’s Post

Let's have a Fun Friday contest. Can you introduce yourself and what you do in 10 words or less? This came up in a networking event that I was involved in this week. As you know I'm often talking about how you should do this. And how to do it and create curiosity at the very same time. You can't just answer with your title. That doesn't allow for any context to what you do. Create curiosity so that people say, "How do you do that? Or they'll say "Tell me more about that". For this particular meeting I responded the following way: I help attorneys minimize taxes and make confident financial decisions. Exactly ten words. Took me a few minutes to come up with it. It has to sound right and flow smoothly. It's a process, and when I write it out at first I include my entire thought, and let my mind wander. Then I look at words to change or remove and become specific. Then I get it exactly to where I want it to be. Are you up for the challenge? Share yours in the comments below, and let's build a nice bank of responses. Ready to have your discovery meeting? Click book an appointment above and let's get on the calendar. --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful entrepreneurial attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #MPG #insureyourlove #attorneys #lawfirmsuccess

This article is from our very first Scottsdale Founders Forum. Russ Wiles attended our event back in 2022, April. Russ wrote this for AZ Central and the Arizona Republic. We saved a few newspaper editions (YES, PAPER!) The decision to sell your PRIDE and JOY.  It's a Huuuuuge decision. It's also a very time-consuming and complex process. As Russ points out it involves balance sheet cleanups, tax planning, negotiations, potential suitors, assessing the impact of employees, and much more. We have a white paper that Russ saw that showed that 50 % of the owners who sold the business were unhappy with the price they got, or other aspects of a sale. Hence the importance of planning. That's why we started our Scottsdale Founders Forum for Business owners. Daniel Schweiker was at our event, he founded Scottsdale's China Mist Brands. We had a 20-minute conversation where Russ quoted Dan saying, “almost from day one of owning so you need to be thinking of the end game.” Wealth manager Armando Roman points out “Most likely they've never sold a business before, so usually our business owners, they have no clue what's all involved or even what questions to ask”. That’s one way AXIOM Founders Family Office can help you, the Business owner.  We know what questions to ask. PLUS, we have assembled an All-Star team to help you and your family. Scottsdale Founders Forum 2024 is coming up SOON. DM or call the office at 480-367-9000 if you know of a business owner thinking about exiting.  Panelists include - Investment Banker Mark Young (creates bidding process to sell your company for full value) M&A Attorney Michael Patterson with Spencer Fane LLP (drafts letter of intent and sales contract, helps protect seller) Tax Strategist Greg Patel CPA, at MBE CPAs (minimizes tax on sale) Estate Planning Attorney Samuel DiPietro, JD, CPA, LLM, MST (creates legal structure for family legacy) Wealth Manager Armando Roman (Where do you invest the proceeds from your sale) Special Guest Steve Johnson, Safe Haven Defense founder Moderator Catherine Anaya, Emmy award-winning journalist https://lnkd.in/gzrPJ44K #Founders #WealthManagement #Taxplanning

Today, we've been gifted with an extra 24 hours - a golden opportunity to take a leap forward. How will you make the most of this bonus day? In the spirit of leaping, I invite you to share: What leap are you taking in your business this year? Let's seize this extra day to propel our businesses to new heights! #TuckerAdvisors #FinancialAdvisor #FinancialAdvisors #FinancialAdvisorMarketing #FinancialAdvisorWebsites #FinancialPlanning

🌟 We're thrilled to share some amazing feedback from our valued clients. 🌟 A huge thank you to Westcourt | Family Business Accountants for their kind words! We're committed to supporting you in achieving even greater success with your marketing goals. Here's to many more milestones together! Ross Forrester Craig Seddon 🚀 #ClientTestimonial #OutreSuccess #MarketingGoals

Imagine when Count Dracula met Blade; unexpected, right? But well, in this world of possibilities, Minnesota-based accounting gem Froehling Anderson is joining forces with CLA Global. Let's talk about the power moves; they've made one. They’re aiming to serve closely-held businesses, high-net-worth individuals, and industries like construction, manufacturing, and distribution, better. Here’s the twist, friends, it isn't just about expansion, it's aiming at mastering the art of anticipating client needs. Business planning and consulting are about to get a facelift. It’s the classic tale of strengthening capacity and harmonizing service. Kind of like tuning an orchestra to play a symphony, each note complements the other. It's all set to kick-off from may 1st, 2022, sounds like an exciting summer. Goes to show, growth isn't just about numbers, it’s about enhancing capabilities and personalizing attention. This, my friends, is the future of accounting. #AccountingEvolution #StrategyOverStatistics #BusinessSynergy.

Scottsdale Founders Forum. One week out. This will be the third year hosting the Scottsdale Founders Forum. We've had a packed house each time. Paradise Valley Country Club, Ganey Ranch Country Club. Beautiful events, very informative. We've had top-notch founders present their thoughts about their exit. They’ve shared what they would have done maybe a little differently and what they did right. We’ve had an All-Star team of panelists. Each one experts in their field.   But one thing stood out at each event. Everyone loved Networking. Folks get an opportunity to mingle and meet other like -minded individuals. Our business folks get to meet other Business founders.  Business owners also get to meet us and other experts, maybe get a question or two answered on the spot.  I would put our presentation up against anyone’s. But sometimes I wonder if the networking is just as valuable….. Scottsdale Founders Forum, if you know a business owner who needs to be informed about this process let me know. Panelists include - Investment Banker Mark Young (creates bidding process to sell your company for full value) M&A Attorney Michael Patterson with Spencer Fane LLP (drafts letter of intent and sales contract, helps protect seller) Tax Strategist Greg Patel CPA, at MBE CPAs (minimizes tax on sale) Estate Planning Attorney Samuel DiPietro, JD, CPA, LLM, MST (creates legal structure for family legacy) Wealth Manager Armando Roman (Where do you invest the proceeds from your sale) Special Guest Steve Johnson, Safe Haven Defense founder Moderator Catherine Anaya, Emmy award-winning journalist https://lnkd.in/gzrPJ44K #Founders #WealthManagement #Taxplanning

My friends its finally here!!! Our first LIVE EVENT held on September 20 - September 21, 2024, here in Tampa, Florida. 😍 Come join us and register by June 30th, 2024, to take advantage of our early bird pricing. After 2 decades of seeing the ups and downs of business, as a CPA and Tax Strategist, I have identified a formula, a proven framework that can lead you from the unknown to exponential success. 🙏 What are the benefits of your investment of time and money at this event: 💲 Meet your 5 Trusted Advisors 💲 Walk away with a trusted/proven framework to accelerate your business. 💲 Learn the secrets of the wealthy & grow your wealth. 💲 Learn ways to make more, keep more, play more, and give more 💲 Run your business with ease, integrity, and abundance. 💲 Implement Business and Tax Strategies to pay less taxes and grow your business. 💲 Know the steps to financial freedom. 💲 Be inspired by our renown Industry Titan Speakers. 💲 Be part of an ecosystem and community that supports your growth and leads you in times when "you don't know what you don't know". 💲 Convert your ticket price to digital dollars to apply to any of the participating advisors (this alone covers the ENTIRE cost of your investment) 👇 See comments below and register today with early bird pricing!!!

Introducing 'Hallway Pam', the unexpected hero in entrepreneurs’ financial journeys. Discover her story of mentorship and the pivotal hallway conversations in my latest blog. Read the full blog now: https://lnkd.in/eWVUyYMA

Have you ever wondered why PE firms are so keen on the CPA market? It's simple. Most CPA firms rely only on word-of-mouth introductions and referrals to get new clients. While flattering, this approach isn't scalable or repeatable. If you've fixed your capacity issues (see my previous posts), the next challenge is clear. You need a way to sell that capacity effectively. At my company, we've developed a proven methodology for CPA firms to significantly expand capacity, revenues, and value. Imagine knowing exactly how to find your next 100 clients within the next 8 weeks. And if you don't have an answer, you're not alone. Most firms are in the same boat, missing out on millions in revenue and firm valuation. Don't be like your competitors. Get ahead. Next week, I'll share more ideas and methods on how to do this. But for now, think about it. Are you ready to transform your growth strategy?

🌟 Inspired by Great Minds! 🌟 It is great to meet people that have taught you much and that you look up to. Last week, Janell Porter and I attended the Platinum Elevated conference in Southern California. One of my goals was to meet Benjamin Hardy, PhD. If you aren't familiar with him, give him a follow and check out his work! I have been following his work for the last couple of years and he has had a tremendous impact on me both personally and professionally. Just a few of the principles I've learned from him are: ☝Raise your floor and elevate your minimum standards! ☝Make decisions based on your future self and not your past! ☝You learn more from the valleys or low points in life and business than you do from the peaks. ☝You can achieve more in 90 days than you ever thought possible. I could definitely give lots more examples. We are currently reading his book The Gap and The Gain as a company and our team is loving it and we are all growing from it. Again, if you aren't following his work, go check him out! I believe he is one of the greatest transformational authors out there. Let's keep learning, growing, and building towards a brighter future! ✨ If you've read some of Ben's work, what resonates with you? #growth #business #personalgrowth ------------------------------------------------------------------------------------ I’m a financial advisor that works with small business owners, supported by an in-house tax and accounting team. If you're a small business owner looking for advice at the intersection of your business and personal finances then send me a message and let's chat!