The Modern CPA Success Show (Episode 127): “Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” – Adam Koós Adam Koós, Founder of Libertas Wealth Management Group, discusses the crucial aspects of financial planning and exit strategies for business owners. He and Tom explore the challenges of managing appreciated properties and delve into the concept of Delaware Statutory Trusts (DSTs) to defer taxes and transition from active to passive real estate management. The episode concludes with a discussion on the importance of financial recasting for business valuation, tax optimization strategies, and the critical role of CPAs in educating business owners on proactive financial planning and transition preparedness.

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth.

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this new era. Together, Adam and David discuss the future of the profession and how it differs dramatically from the past.

In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an attractive option for business succession planning and employee ownership.

In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesses rather than starting from scratch, offering a practical perspective on career advancement and entrepreneurship.

In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors.

In our latest episode of "Elevate Your Business," we had the privilege of sitting down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. 🚀

🎓✨ Don't let the rising cost of college education weigh you down! Tune in to the latest episode of "Elevate Your Business" for expert insights on navigating the financial maze of higher education. Join host Adam Koos as he welcomes Amber Gilsdorf, Director of College Planning at Estrela Consulting, and Katie Cox, owner of Katie Cox and Co., for a deep dive into tax-free tuition hacks, income shifting strategies, and more. Whether you're a parent or a business owner, this episode is a must-listen! Don't miss out—unlock financial freedom today! #CollegePlanning #FinancialStrategies #HigherEducation #ElevateYourBusiness 📚💼 

Don't Miss this Exciting Podcast with Adam Koós and Will Moss!