All Episodes

April 28, 2025 40 mins
Welcome back to another insightful episode of Angels, Exits, and Acquisitions! Join us again, as he sits down with Dan Nicholson, CEO of Nth Degree CPAs, best-selling author of "Rigging the Game" and "The Solvable Problem™," and a four-time CPA Practice Advisor’s 40 Under 40 global accountant. In this powerful interview, Dan shares actionable insights to help entrepreneurs achieve financial certainty by understanding their business, setting the right financial frameworks, and focusing on what truly drives growth.  Discover how to move beyond simply trying to keep the lights on and start building real enterprise value for a successful exit strategy. Key Points Discussed: Understanding Entrepreneurial Personas: Dan breaks down the five different entrepreneurial personas – hustler, gambler, optimizer, saver, and outsourcer – highlighting how understanding your own persona can be crucial for making better business decisions and building the right team. The Shift from Maximizing to Optimizing: Learn why small business owners need to shift their focus from maximizing (like Fortune 500 companies) to optimizing their resources for sustainable growth and achieving their personal financial goals. Implementing the "Investor Frame": Dan introduces a powerful principle called the "investor frame," which encourages regular reflection on business decisions (bets) to ensure they are delivering the desired return on investment and aligning with your overall strategy. Major Timestamps: (0:01:452): Introduction to Dan Nicholson and the topics to be discussed. (0:26:466): Dan shares his background as an "accidental accountant" and his journey into entrepreneurship. (0:42:294): Dan introduces the five different entrepreneurial personas. (0:47:598): The importance of leading vs. lagging indicators and moving beyond just looking at past financial results. (21:38:074): Dan delves into the concept of financial anxiety and introduces the Solvable Problem™ framework. Learn how to escape common financial traps, implement strategic tax planning, and build a bulletproof business in volatile times with Dan's expert advice. Whether you're a seasoned business owner or just starting your entrepreneurial journey, this interview is packed with valuable insights to help you gain financial freedom and build wealth on your terms. Connect with Dan Nicholson:  Website: NthDegreeCPAs.com  LinkedIn: in/Dan-P-Nicholson Type Assessment: wealthtype.com Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #FinancialCertainty #Entrepreneur #SmallBusiness #BusinessOwner #WealthBuilding #TaxStrategy #FinancialPlanning #BusinessGrowth #ExitStrategy #Leadership #Mindset #Accounting #CPA #CertaintyOperatingSystem #SolvableProblem Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark as Played

Advertise With Us

Popular Podcasts

Las Culturistas with Matt Rogers and Bowen Yang

Las Culturistas with Matt Rogers and Bowen Yang

Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

Crime Junkie

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

The Brothers Ortiz

The Brothers Ortiz

The Brothers Ortiz is the story of two brothers–both successful, but in very different ways. Gabe Ortiz becomes a third-highest ranking officer in all of Texas while his younger brother Larry climbs the ranks in Puro Tango Blast, a notorious Texas Prison gang. Gabe doesn’t know all the details of his brother’s nefarious dealings, and he’s made a point not to ask, to protect their relationship. But when Larry is murdered during a home invasion in a rented beach house, Gabe has no choice but to look into what happened that night. To solve Larry’s murder, Gabe, and the whole Ortiz family, must ask each other tough questions.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.