Podcast: Find Your Allies

This week, John interviews Mike Maksymiw (otherwise known as Mike Max), Executive Director of Aprio’s Firm Foundation. The Firm Foundation is a national alliance which shares research, networking, and coaching opportunities with small to mid-sized CPA firms up to $20 million in revenue. Through connecting growing firms with resources to advance client relationships, Mike has…

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Podcast: M&A Lending

This week we continue our conversation on Mergers & Acquisitions as John interviews Chad Widensky, National Sales Director for Provide, the healthcare industry’s only digital finance company. Through their online platform, they provide dentists, veterinarians, and other healthcare practitioners a seamless experience as they build, grow, and elevate their practices. Several common themes in the…

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Need to Improve Your Finances? There’s an App for That

At a glance: The main takeaway: budgeting apps are all the rage right now, and they can be quite effective for improving personal finances – when used effectively. Choosing the right app: not all budgeting apps are created equal, so the key to effectively budgeting with an app relies on finding the right app for your needs…

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