GWCPA
Helping multi-generational businesses lay a foundation for future generations.
This channel focuses exclusively on tax, systems, and strategy around succession planning. We are here for the founder looking to encourage an employee to step into the position of leadership and ownership, or for the next generation looking to fasttrack what's required to be a leader of an already established company.
GWCPA has helped more than 100 businesses into the 2nd and 3rd generation. We're a 75 year old company, through 9 successive partners, ourselves. We know the challenges.
This is also the home base of The Art of Succession Podcast, an interview show featuring the stories of owners who've purchased their businesses.
Disclaimer: This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.
GWCPA
Did anyone else see this briefly in their Subscriptions or Homepage this morning? Looks like it could be an "experimental feature," with YT moving away from titles & channel names entirely to thumbs only.
(I was unable to screenshot it when I saw it, and my screen refreshed back with the full metadata a few seconds later. But I recreated this in Canva from memory)
3 weeks ago | [YT] | 1
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GWCPA
What's YOUR outlook on 2025?
Does the concept behind this video still hold up? Does it need a refresh for the new year?
This was our most popular video for the first year of our new channel. Have you seen it yet?
4 months ago | [YT] | 0
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GWCPA
Great running into The Downtown CPA this morning at the MACPA Women to Watch breakfast, who had very kind things to say on the mic about my partner, Sam.
7 months ago | [YT] | 0
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GWCPA
I love a good Sunday afternoon spent with a book. What are some of your favorite books that grew you?
7 months ago | [YT] | 0
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GWCPA
Where are you in your succession journey?
7 months ago | [YT] | 0
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GWCPA
Next Friday marks 7 years for me since I started at GWCPA, closing my company to partner with a mentor.
Succession has taught me patience, but also the compounding effect of a shared vision. It's incredible how far we've come.
"Most people overestimate what they can achieve in one year and underestimate what they can achieve in ten years” - Bill Gates
7 months ago | [YT] | 0
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GWCPA
I started a great book on this morning's walk, The Succession Solution. I'll probably do a video on it...
He asks one clarifying question in the intro: WHY do you want to start the process of succession planning? That answer solves so many other questions in negotiation.
So what's your WHY?
7 months ago | [YT] | 0
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GWCPA
What's more important to you when considering buying a business, profitability or longterm potential?
7 months ago | [YT] | 1
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GWCPA
We have a new cover art for the podcast! Huge thank you to Sarah for the great work! (She also did our accounting-pun shirts I wear in most of our content)
9 months ago | [YT] | 0
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GWCPA
One step closer to becoming a Certified Valuation Analyst!
Next up, the real world case study.
9 months ago | [YT] | 0
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