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Craig Hausz - Are Accounting Firms or Wealth Management Firms More Valuable?

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Manage episode 434147929 series 3569043
Indhold leveret af Patrick Dichter and Clint Fiore. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Patrick Dichter and Clint Fiore eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Craig Hausz has grown a fantastic accounting firm and wealth management firm, CMH Advisors, with his wife Michelle. They've recently landed on the Inc5000 list for all their growth the last few years; they've also successfully completed six firm acquisitions. This Inspired Or Acquired episode is a fun discussion of the differences in valuation for accounting firms vs wealth management firms. Plus we estimate the value of CMH Advisors and ask Craig when they might sell the firm.

Craig Hausz on X: https://twitter.com/CPATaxTeam
CMH Advisors: https://www.cpataxteam.com/
Clint Fiore: https://twitter.com/ClintFiore
Patrick Dichter: https://twitter.com/patrickdichter

  continue reading

24 episoder

Artwork
iconDel
 
Manage episode 434147929 series 3569043
Indhold leveret af Patrick Dichter and Clint Fiore. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Patrick Dichter and Clint Fiore eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Craig Hausz has grown a fantastic accounting firm and wealth management firm, CMH Advisors, with his wife Michelle. They've recently landed on the Inc5000 list for all their growth the last few years; they've also successfully completed six firm acquisitions. This Inspired Or Acquired episode is a fun discussion of the differences in valuation for accounting firms vs wealth management firms. Plus we estimate the value of CMH Advisors and ask Craig when they might sell the firm.

Craig Hausz on X: https://twitter.com/CPATaxTeam
CMH Advisors: https://www.cpataxteam.com/
Clint Fiore: https://twitter.com/ClintFiore
Patrick Dichter: https://twitter.com/patrickdichter

  continue reading

24 episoder

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