MBV Playbook Series: Leverage the Knowledge of Your External CPA (#217)

In this week's episode of "Maximize Business Value," Tom discusses Chapter 57: "Leverage the Knowledge of Your External CPA." Many business owners make the mistake of only consulting their accountants at tax time. However, a great CPA can serve as a surrogate CFO, offering invaluable advice on tax planning, exit planning, cost savings, and financial issues like cash flow and budgeting. Tom shares key questions to ask when hiring a CPA to ensure you get the proactive, comprehensive advice your business needs to thrive. Tune in to learn how to make the most of your CPA's expertise and elevate your business strategy.Mastery PartnersElevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.  Mastery has developed a 4-Step Process to help business owners achieve their dreams.STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.