SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF models into software solutions, and the significance of tracking strategic capacity and financial performance. Additionally, the group explores the future of CFO software, updates on AI developments, and the importance of understanding deal terms in private equity investments.KeywordsGrowth Drive, AICPA, private equity, technology, DCF models, strategic capacity, AI integration, community collaboration, investment strategies, deal termsChapters00:00Insights from Recent Conferences02:21The Importance of Technology in Accounting05:11Discussion on DCF and Company-Specific Risk07:56Claire: The AI Assistant for Financial Insights10:50Leveraging AI for Business Growth13:27Future Developments and Community Engagement27:02Exploring New Business Opportunities29:20The Evolution of Private Equity33:05Investment Strategies and Strategic Capacity35:12Enhancing Conference Engagement38:01Preparing for Effective Workshops41:22Leveraging AI in Business44:31Understanding M&A Taxation48:13Navigating Deal Terms and Expectations49:09Key Takeaways and Group Reflections54:11Building a Profitable Advisory Business

Ver todos los episodios