From the Source with Frankie and Sarah

From the Source with Frankie and Sarah


Latest Episodes

Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)
June 12, 2023

Maximizing your business valuation doesnt have to be a mystery. In this episode, Frankie and Sarah delve into the topic of business valuations with Scott Sonley, CPA, CA, CBV, CFF, CFDS, partner at B

Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)
May 01, 2023

It seems weird to plan an exit strategy for a business you just started, but planning your exit can give you peace of mind and save you time and money when the time comes to leave. In this episode, Fr

Owner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)
May 01, 2023

Welcome to part one of a four-part miniseries where Frankie and Sarah will focus and highlight key areas of interest for business owners, like, operation liabilities, exit strategies, and family succe

Get To Know Frankie And Sarah (Ep. 1)
May 01, 2023

Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN, where we aim to help business owners and entrepreneurs understand and overcome their tax planning challenges. In this inaugural

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