CPA PRACTICE

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Lessons Learned with Rick Dennen Part 1: Start Up Equity

Lessons Learned with Rick Dennen Part 1: Start Up Equity

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 2: Debt vs. Equity

Lessons Learned with Rick Dennen Part 2: Debt vs. Equity

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 3: Loan Structuring

Lessons Learned with Rick Dennen Part 3: Loan Structuring

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 4: Types of Ownership

Lessons Learned with Rick Dennen Part 4: Types of Ownership

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Lessons Learned with Rick Dennen Part 5: Investment of Capital Impact

Lessons Learned with Rick Dennen Part 5: Investment of Capital Impact

In this 5-part vlog series, Oak Street Funding and First Franchise Capital CEO Rick Dennen discusses his personal experience raising ...
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Whiskey and War Stories

Whiskey and War Stories

On June 27th, 2019, 3 retired Green Berets shared their story with a captivated audience of over 350 at Notre ...
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FEATURED BLOGS

Of Interest Rates and Inversions

Of Interest Rates and Inversions

The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting great calamities, until the next heavily hyped topic distracts everyone’s attention.
Dealing with Panicked Clients

Dealing with Panicked Clients

Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers.  The context of the scene notwithstanding, this is often how it can feel when having to deal with panicking clients; as if your words are but one addition to an entire mountain of noise, quickly drowned out and just as quickly forgotten.
Capitalizing your CPA practice’s succession plan

Capitalizing your CPA practice’s succession plan

If you’ve developed a plan to address the future viability and ownership of your CPA practice, congratulations. You’re ahead of most practices. But having a plan to govern who may become partners or how they’ll be selected is only part of what you need to consider....

Are you creating a legacy or capital?

Are you creating a legacy or capital?

As a longtime partner in your CPA practice, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your practice serves its clients, to gain a greater reward for...

Have questions? Talk with our experts for more information.