Van Camp and Carlson join Phillip Lanos to unpack the moment when fast-growing businesses outgrow basic tax prep and start needing real cash flow visibility, risk strategy, and proactive advisory support. They break down why many CPAs default to familiar year-end moves, how liquidity becomes a hidden failure point, and what owners should look for in an advisory team as complexity rises. The conversation also introduces 831B structures as a framework for enterprise risk management, and explains how the right planning mindset can help protect both what a company has built and what it is trying to become.

Tony Pinedo’s Case for Empathy as the Ultimate Leadership Skill
30:00

From Grand Theft Auto to Grandparents: Sharon Wood’s Mission for Joy
34:24

Greg Whalen Thinks Enterprises Are Making One Big Mistake With Generative AI
36:14