Financial Dynamics of Wealth Management

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