In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the true value of a business. The conversation also covers the tax implications of M&A transactions, identifying weaknesses in financial practices, and the role of advisors in fostering business growth. John shares insights on how to prepare for M&A and the importance of accountability in achieving success.

The Shift from Cash Flow to Wealth with John Poole

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn - John Poole - Website | LinkedIn - Get your practice valuation here