))
Craig Hausz - Are Accounting Firms or Wealth Management Firms More Valuable?
Manage episode 434147929 series 3569043
Content provided by Patrick Dichter and Clint Fiore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Dichter and Clint Fiore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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
46 episodes
Share
