Richard and Joe welcomed CPAs and Business Advisors, Don Eppich and Paul Polito, founders of Polito Eppich Accounting which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” meaning they need additional bandwidth on their management team.

Polito Eppich Accounting is a great provider of additional “financial” bandwidth and depth of experience. They provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps them achieve their goals. Their team brings to the table more than 100 years of collective business expertise, offering all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, they use that information to help plot a course for the future.

Operating a Privately Held Company

Paul and Don discussed the principles of owning and operating a privately held company and having an exit strategy in mind. They talked about how to build an enterprise’s value from the beginning and continue to increase its value. Don and Paul also discussed preparing for the eventual sale of the business.

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