Comprehensive Tax, Exit and Family Planning for Exceptional Business Owners & Families

Sean Duncan is the Founder and President of SMD Consulting & Accounting, LLC, a firm using a multifaceted approach to helping people and businesses build and preserve life-long wealth by focusing on financial planning, asset preservation, and investment management through strategic tax planning. He is a CPA who has established his reputation as a thought leader in the accounting industry by focusing on advising, teaching, and helping clients with proactive strategy and planning. 

Over the last 25-plus years, Sean has accumulated a diverse and unique set of credentials and knowledge that he shares through speaking at conferences and events, in private seminars, and one-on-one with clients. He also founded Chief Proactive Advisor, LLC, which provides training, coaching, and systems for CPAs and accounting professionals to support them in transforming their firms and building stronger client relationships.

Many entrepreneurs struggle to balance financial and bookkeeping responsibilities while managing a business. Getting help to navigate your obligations and make solid decisions is essential to grow a business effectively. Should you hire a CPA, a tax advisor, a financial planner, and an investment consultant? What's the best course of action to get the guidance you need?

According to Sean Duncan, a seasoned strategic consultant and CPA, the benefits of a comprehensive and collaborative approach to the financial aspects of a business are many. Rather than separating functions, bringing accounting, investment strategies, and significant business objectives together provides a holistic view for making sound decisions. Using this method helps to identify areas that need improvement and allows the consultant to pinpoint places that should be refined, thereby customizing solutions for each client. Businesses can save time, money, and resources and make informed management decisions when they enlist the help of a professional strategist who blends their services into a collective package.

In this episode of the Quiet Light Podcast, Pat Yates sits down with Sean Duncan, Founder and President of SMD Consulting & Accounting, LLC, to discuss how he works with small businesses. Sean talks about how SMD is unique, why a comprehensive consulting approach eliminates redundancy, how financial statements aid in making management decisions, and what strategies he uses to prepare businesses to sell, merge, or acquire a new business.