Finance and Tax

How Richard Phillips Closes More Deals by Targeting Fewer Buyers and Moving Faster Than Anyone Else

Richard Phillips shares how Crossroads Capital closes deals faster by targeting fewer buyers, eliminating process theater, and managing the irrational…

anthonyvcodispoti Apr 14, 2026

Finance and Tax

Lil Roberts on Growing Up Poor to Building Xendoo, a World Class Company. Lessons Learned.

Lil Roberts shares how she built Xendoo into a venture-backed accounting firm, survived COVID by pivoting fast, and just acquired…

anthonyvcodispoti Apr 14, 2026

Finance and Tax

Kristopher Hart on Why Most Business Owners Are Working Harder Than Anyone and Still Not Getting Paid for It

Kristopher Hart shares how Cogent Analytics diagnoses small businesses, why most owners are their own biggest problem, and how a…

anthonyvcodispoti Apr 10, 2026

Finance and Tax

From Accidental Sales Tax Accountant to Cannabis CPA and Casino Game Inventor: Daryl Jendras’s Unlikely Journey

Daryl Jendras shares 30 years of state and local tax expertise, the brutal realities of 280E for cannabis businesses, a…

anthonyvcodispoti Apr 7, 2026

Finance and Tax

Brad Scoffin on Why Baby Boomer Business Owners Are Running Out of Time to Plan Their Exit

Brad Scoffin of Advanced Business Brokers shares why most business owners are unprepared to sell, how to de-risk and maximize…

anthonyvcodispoti Mar 30, 2026

Finance and Tax

Kirk Michie on Valuation, EBITDA, and the Trajectory Founders Need to Reach the Exit They Truly Deserve

Kirk Michie of Candor Advisors shares how he guides founders to better exits after decades in private equity, with $1B+…

anthonyvcodispoti Mar 30, 2026

Finance and Tax

Jeff Call on Trusted Advisor Relationships, Lateral Partner Strategy, and Scaling a $125 Million Accounting Firm

Jeff Call of Bennett Thrasher shares how he built a $125M accounting firm from Arthur Anderson's collapse, using people-first culture,…

anthonyvcodispoti Mar 28, 2026

Finance and Tax

Larissa Akrawi on Member-Owned Group Captives and Betting on Yourself

Larissa Akrawi shares journey from inner-city Chicago survival to running $430M workers comp captive—paying junior college on credit card, overcoming…

anthonyvcodispoti Mar 25, 2026

Finance and Tax

Matt Remuzzi’s CapForge Journey: From Dot-Com Crash Layoff to 90-Person Accounting Firm

Matt Remuzzi shares journey from 2000 dot-com layoff to 90-person CapForge firm—surviving ransomware attack discovering unknown backup, selling 36 businesses…

anthonyvcodispoti Mar 18, 2026

Finance and Tax

How Diane Hagerty Solved $898,000 IRS Bill and Helps Small Businesses Navigate Tax Nightmares

Diane Hagerty shares accidentally discovering accounting talent in forced high school class, starting over at 35 after divorce with nothing,…

anthonyvcodispoti Feb 16, 2026

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Finance and Tax