Why Growing a Business Always Comes Back to People. Convo w/ Dan Whittaker

Dan Whittaker, managing partner of Whitaker & Company, joins Mike Ungaro to discuss entrepreneurship, leadership, family business, and the lessons learned from building an accounting firm over nearly three decades. From selling real estate to pay for college to launching his own firm while his wife was pregnant, Whittaker shares why business is the ultimate strategic game and how financial data helps uncover the real problems holding companies back. He also explains why people, not numbers, are often the biggest challenge in growing a successful business.

What You'll Learn

- Why successful leaders stay open to feedback and growth

- How financial statements reveal the root cause of business problems

- The importance of planning for partnership changes before they happen

- Why empathy and humility are critical leadership traits

- How advisors help business owners see what they cannot see themselves

Episode Links

- Whittaker CPA’s Online: https://www.whittakercpas.com

- Meet Dan Whittaker: https://www.whittakercpas.com/about/

- Whittaker CPA’s YouTube: https://www.youtube.com/channel/UC6180oqyKXHA2W-jSbTQFIQ