Listen to Podcast of the Show The show welcomed back Carl Sheeler of Business Valuations Ltd. His company specializes in assessing a business’s value. This type of appraisal is needed when a company is approaching a merger or acquisition, new partnerships or even estate planning. For those who are new to the idea of business valuation, ...

Five-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event.

In this video presentation, accounting thought leader shows clients of CPA firms why they should work with a “CPA Firm of the Future” not a CPA firm of the past. CPAs are known for being historians. The two service offerings CPAs are best known for, preparing income tax returns and preparing financial statements, are of course ...

Listen to Podcast of the Show Why Businesses Should Consider Regional Banks Richard, Joe and guest Sean Puckett talked about the banking industry in San Diego and how local community banks differ from the big national banks. Sean Puckett joined Regents Bank in November of 2011 as First Vice President. Mr. Puckett is a graduate of the ...