“We have a barbell approach… first check in, helping founders build… and also growth stage… we diversify on both sides”
JP
Jake Paul
All-In with Chamath, Jason, Sacks & Friedberg ·
Sean Taylor · The INSIDE Public Accounting Podcast · Sustaining Performance Through Change: Best of the Best with Sean Taylor
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advocates focusing first on building a culture that retains both clients and people before pursuing growth initiatives
“We have a barbell approach… first check in, helping founders build… and also growth stage… we diversify on both sides”
“We did some modelling for clients recently who were pursuing a financial independence goal. We found that if they wanted to achieve their goal without needing to sell down any investments, they could both cease work at age 55.”
“I did like a $2,500 initial lump sum. And then it ended up being converted into a $1,500 a month retainer. Three years later, I still have him as a client.”
“All of the acquired companies retained their management teams and their names… each pursued a regional acquisition strategy in its own name… once the first couple of deals were done, the momentum for joining became irresistible.”
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