The Wrap

Nov 20 2024 74 ep. 23 mins 2
The Wrap Podcast artwork

You’re listening to the Wrap– a podcast by Warren Averett designed to help business leaders access the information that you need, when you need it, in the time that you have, so you can accomplish what’s important to you. Time is tight. Today’s professionals and executives have more things to keep up with and less time to do it than ever before. You’ve got to accomplish important things in the limited hours in your day. That’s why our advisors have wrapped up today’s most timely topics into a podcast with actionable advice. Now, let’s get down to business.

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Episode 074 | What Next? (Life After Exiting a Business)

Nov 20 2024 29 mins  
The final stage of the Business Owner Lifecycle is one that every entrepreneur dreams of—the Freedom Stage. In this stage, business owners reap the rewards of their hard work to either enjoy retirement or change direction to pursue a new passion or investment. The emphasis is no longer on the success of the business, but rather on the lifestyle of the now-former business owner. I

Episode 073 | Strategies for a Successful Business Exit

Nov 06 2024 26 mins  
Entrepreneurs pour so much passion and effort into starting, growing and maintaining their businesses. But eventually, all business owners will enter a transition stage where the business will shift to a new set of hands, either through a transaction or by training a new generation of leaders to carry on the work—both of which can be emotional and challenging experiences. So, wha

Episode 072 | Sustaining Success in an Established Business

Oct 23 2024 16 mins  
The term “mature company” might bring up images of a stale, archaic or out-of-date business. But in reality, a business in the maturity stage of the business owner lifecycle is a successful organization with a well-known product or service, loyal customers and steady growth. So, for businesses that have grown into this season of stability, what does success really look like?In

Episode 071 | Navigating the Dynamics of a Growing Business

Oct 09 2024 21 mins  
After moving past the risky startup stage, a business enters the growth phase of the Business Owner Lifecycle, which presents its own opportunities and challenges. During the growth phase, entrepreneurs must shift from working in the business to working on the business, requiring a new set of skills and a keen understanding of potential risks and opportunities. Will Aderholt, CPA,

Episode 070 | What Does It Take for a Startup To Succeed?

Sep 19 2024 21 mins  
Millions of new businesses are formed in the U.S. each year, but statistically speaking, only a small percentage of those businesses will succeed. How can entrepreneurs make strategic decisions regarding investments and goal setting in order to move past the startup stage? In this episode of The Wrap, our hosts are joined by Yogesh Patel, CPA, CFE,—a Member of the firm with over

Episode 069 | The Entrepreneurial Journey and the Cycle of Business Growth

Sep 05 2024 30 mins  
Running a successful business requires more than just creating an initial business plan. Join us in our new series as we dive into the complete journey of a business owner, exploring every stage from startup to exit, with valuable insights on how business owners should navigate both their business and personal lives, depending on their company’s stage. In this episode, our hosts

Episode 068 | Overcoming Challenges and Embracing Opportunity for the Retail & Consumer Industry

Dec 20 2023 22 mins  
The past few years have not been easy for the retail and consumer industry with pandemic shortages and restrictions, rising inflation and a changing workforce. However, the landscape is actually starting to look up again, with profit margins creeping back to pre-pandemic levels and opportunities in technology, hiring and business strategies on the horizon. In this episode of The Wr

Episode 067 | Adapting to the Evolving Financial Landscape of the Private Equity Industry

Dec 13 2023 14 mins  
In this episode, join our experts as they unravel the dynamic landscape of the Private Equity industry and offer insights into the latest tax strategies. Our host is joined by three of the firm’s Private Equity Industry experts, Floyd Holliman, CPA, David Legrand, CPA, and Adam West, CPA, to concisely explore topics that impact returns and portfolio holdings, from navigating regu

Episode 066 | Managing Unpredictability in the Real Estate Industry

Nov 29 2023 29 mins  
Real estate managers and developers have many concerns heading in to 2024, from rising interest rates and banking liquidity issues to uncertainties in federal legislation regarding tax cuts and allowances.In this episode of The Wrap, Cristy Andrews, CPA, CGMA, leader of the firm’s Real Estate Practice Group, and David Borsos, Vice President of Capital Markets with the National Mu

Episode 065 | Navigating Opportunities, Challenges and Compliance for Government Contractors

Nov 08 2023 27 mins  
Doing business with the country’s largest customer (the federal government) comes with requirements, opportunities and challenges that other organizations simply don’t have. So, what does it take to be truly successful as a government contractor? In this episode of The Wrap, Amber Stout, CPA, Jared Sharp, CPA and Todd McAdams, CPA, CGMA, MACC join our hosts to discuss the nuanc