How to Vet Your CPA Before It’s Too Late

August 21, 2025

Here’s what we discuss in this episode:

💻 The danger of overreliance on tax software without critical thinking

🚩 Why “just trust us” is a red flag

⚠️ A real-world CPA blunder that could have cost six figures

🔍 How to vet your professional team for alignment and competence

🤝 The value of having all your advisors collaborate together

Sometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice. In this episode, Rob shares a jaw-dropping true story about a business owner preparing to sell his company, only to be told by his CPA team that he’d owe 50% in taxes. The problem? The math and the understanding behind it was completely wrong.

Rob explains how a lack of transparency, overreliance on software, and poor collaboration among the client’s professionals could have cost him multiple six figures. You’ll learn how to spot red flags in your advisory team, why getting all your professionals in the same room can be revealing, and the steps to ensure you have a “dream team” working toward your vision, not against it. If you’re planning to sell a business, pass it to the next generation, or simply want to make sure your current advisors are truly aligned, this story is a must-hear. The wrong team can cost you dearly; the right one can help you achieve your best life.

0:00 – The Story That Shocked Me

1:54 – “Just Trust Us” & Lack of Transparency

4:08 – How to Vet Your Advisory Team

7:18 – Make A Discovery Call