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Interview
January 1, 2025
50:32

022 Cesar Ravan

Growth Through Wisdom Not Speed

Join us for an inspiring conversation with Cesar Ravan, a former professional tennis player turned CPA and entrepreneur.

KEY INSIGHTS

He walked away from a partnership that owned his clients. The contract required buying back his own book to leave, so he opened his firm in 2015 instead, and kept the glory.

Hire like a sports team, not a family. Every seat has a profile and a role; the family-business mentality makes it impossible to have hard conversations when someone underperforms.

Plan the exit before the exit. Founders obsess over the sale price and forget the tax liabilities and the identity crisis after; caught early, capital gains can be minimized or nearly eliminated.

TikTok is not a tax strategy. The G-Wagon write-off and one-size-fits-all cost segregation end in penalties and costly unwinding; ask questions before implementing, not after.

There are more of these.
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