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The Battista Academy

2.1k members • Free

Earn It All

157 members • Free

516 Coaching

205 members • $10/month

Arizona Entrepreneurs

810 members • Free

13 contributions to Arizona Entrepreneurs
Drop Your Most Impactful Business Influence.
What’s a book, podcast, or mentor that has impacted your business the most?
@Amanda Glover Myron Golden is the bomb. He came to Impact Church in Scottsdale a while back. I had seen a few posts before his visit but didn't fully comprehend who is was and what he does. Since his visit, HOLY COW!
@Amanda Glover I've been watching weekly on Youtube lately for his LIVE sessions.
Drop what kind of partnerships you're looking for 🤝
Who here loves collaborating? Share what type of collaborations you’re open to.
Why should a business owner have a super team of experts which include a CPA, attorney, banker, and wealth manager? Let's talk about it (See video below) Short answer: because no single advisor sees the whole board—and your business is a high-stakes chess game. ♟️ A “super team” makes sure every move you make compounds value instead of creating hidden risks. Here’s the clear, business-owner-friendly breakdown. Why a Super Team Matters (Big Picture) As an owner, your biggest risks and opportunities live at the intersections: Taxes ↔ legal structure Financing ↔ cash flow ↔ growth Business value ↔ personal wealth ↔ exit planning One advisor alone can optimize their lane… A coordinated team optimizes your outcome. The Role Each Expert Plays (and Why You Need All of Them) 🧮 CPA — The Financial Truth-Teller Your CPA: Minimizes taxes legally and strategically Translates financials into decision-making insight Identifies profit leaks and valuation drivers Keeps you compliant and audit-ready Without a CPA: You overpay in taxes, misunderstand cash flow, and make decisions off incomplete data. ⚖️ Attorney — The Risk Manager & Deal Architect Your attorney: Protects you from lawsuits, bad contracts, and partner disputes Structures entities, agreements, and transactions properly Ensures exits, sales, and successions don’t blow up at the finish line Without an attorney: You’re exposed to legal landmines that can wipe out years of hard work overnight. 🏦 Banker — The Capital Strategist Your banker: Provides access to capital for growth or liquidity Structures debt intelligently (not just “approved”) Helps manage cash flow, lines of credit, and risk Without a banker: You either grow too slowly—or take on expensive, poorly structured debt that strangles the business. 📈 Wealth Manager — The Personal & Legacy Integrator Your wealth manager: Aligns business success with personal financial goals Helps convert business value into lasting wealth
0 likes • 1d
@Devin Butler Now, back to the question I asked at your event. How much should Business Owners Expect to pay for these experts? We recommend 2% of Revenue. This can be a good number to start the discussion with the Business owners.
Friday check-in for Arizona entrepreneurs 🌵
Before the weekend kicks in… what’s one thing from this week that actually mattered for your business? Doesn’t have to be a big win. Maybe it was: • a good conversation • finally making a decision you’d been avoiding • something that didn’t work but taught you a lesson • or just getting one thing done you kept putting off. I run an online business, and Fridays usually make me pause and think about what really moved things forward. Curious how this week went for you.
We did a presentation on Navigating your Exit at Venture Cafe. Had some incredible conversations with business owners from $1m to $150m.
Who Would You Add to Your Team Today?
If you could hire one role in your business today, what would it be?
1 like • 26d
AI
0 likes • 15d
@Devin Butler Dan Martell is coaching me up on how to effectively use AI
Your Go-To AZ Coffee Shops for Client Meetings
What’s your favorite local AZ spot to host a meeting or grab coffee with clients?
1 like • 15d
I've never been to a coffee shop. What am I missing?
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Thomas Marki, CPA CEPA
2
2points to level up
@thomas-marki-7988
I was a Financial Advisor who became a CPA and is now a Financial Planner for the Back bone of this Great Country, Business OWNERS!

Active 1d ago
Joined Jan 2, 2025
Scottsdale, AZ
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