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.

Host: Phillip Lanos | philliplanos.com | Strategic Media & AI Operations Lead

See omnystudio.com/listener for privacy information.