Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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A tartalmat a Shane Smith biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Shane Smith vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Estate Planning Interview with Dan Lucas
MP3•Epizód kép
Manage episode 209106711 series 1021353
A tartalmat a Shane Smith biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Shane Smith vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations. In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts). He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology & pharmaceutical company, just to name a few. Dan has worked with technology services, software, real estate, retail, manufacturing companies, professional services firms (mainly lawfirms and marketing services), marketing/advertising agencies, dental practices, medical practices, and various other industries, providing each with the specific financial guidance needed to establish sustained business growth and financial health.
…
continue reading
22 epizódok
MP3•Epizód kép
Manage episode 209106711 series 1021353
A tartalmat a Shane Smith biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Shane Smith vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations. In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts). He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology & pharmaceutical company, just to name a few. Dan has worked with technology services, software, real estate, retail, manufacturing companies, professional services firms (mainly lawfirms and marketing services), marketing/advertising agencies, dental practices, medical practices, and various other industries, providing each with the specific financial guidance needed to establish sustained business growth and financial health.
…
continue reading
22 epizódok
Minden epizód
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