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Financial Strategies

Businessman facing chasm in mountain impeding climbing

Do You Know Your 3 Gaps?

by David Thach, CPA, CEPA

Like many Wealthpreneurs, you have probably wondered how much your business is worth. Beyond that, you may have considered how your company …

Read moreDo You Know Your 3 Gaps?
Man and woman ballroom dancing

Secrets of Your Deal Dance

by David Thach, CPA, CEPA

Fictional Wealthpreneur Patton Thorne is sitting across the table from his daughter, Nicole Thorne. The Thornes are meeting with their …

Read moreSecrets of Your Deal Dance
Business people clapping

Are You the Next Warren Buffett?

by David Thach, CPA, CEPA

In the late 1950s and early 1960s, Dempster Mill Manufacturing Co. was a windmill and irrigation systems manufacturer based in Beatrice, Nebraska. Its …

Read moreAre You the Next Warren Buffett?
Man wearing suit holding blueprints in front of gray building

Build Your Blueprint Bridge

by David Thach, CPA, CEPA

According to a 2023 survey by Datarails, a small or medium-size business (SMB) spends an average of $54,000 per year for finance and accounting …

Read moreBuild Your Blueprint Bridge
Helicopter flying with money floating out toward the ground

Where Did the Money Go?

by David Thach, CPA, CEPA

In the words of Peter Drucker, “Entrepreneurs believe that profit is what matters most in a new enterprise. But profit is secondary. Cash flow …

Read moreWhere Did the Money Go?
Overhead view of New England Patriots football players in huddle

Run Your Business Like an NFL Team

by David Thach, CPA, CEPA

The most successful Wealthpreneurs know the importance of profit in their businesses. If a business is struggling to improve its pretax …

Read moreRun Your Business Like an NFL Team
Landscape of the Badlands

Are You In the Badlands?

by David Thach, CPA, CEPA

Peter Drucker once said, “Profit for a company is like oxygen for a person.” You can’t hold your breath forever, and your business can’t survive for …

Read moreAre You In the Badlands?
3D model of building sitting on grill

Is Your Business On the BBQ?

by David Thach, CPA, CEPA

Wealthpreneurs might think, “It’s my company – why can’t I pay myself whatever I please?” This mindset often comes from …

Read moreIs Your Business On the BBQ?
Two business people shaking hands blurred with view of skyscrapers

Buy or Die?

by David Thach, CPA, CEPA

If you plan to transition ownership of your business one day, you likely hope to maximize the value of your business at the time of transition. Many …

Read moreBuy or Die?
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Energize your Mind

5 Secrets of Highly Successful Wealthpreneurs

David Thach, CPA, CEPA shares key insights from over 25 years of advising high-impact Wealthpreneurs. These 5 actionable secrets can help you tap into your hidden potential and reach your biggest goals!

Get the guide
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