The Wrap
You’re listening to the Wrap– a podcast by Warren Averett designed to help business leaders access the information that you need, when you need it, in the time that you have, so you can accomplish what’s important to you. Time is tight. Today’s professionals and executives have more things to keep up with and less time to do it than ever before. You’ve got to accomplish important things in the limited hours in your day. That’s why our advisors have wrapped up today’s most timely topics into a podcast with actionable advice. Now, let’s get down to business.
Episodes
74 episodes
Episode 074 | What Next? (Life After Exiting a Business)
The final stage of the Business Owner Lifecycle is one that every entrepreneur dreams of—the Freedom Stage. In this stage, business owners reap the rewards of their hard work to either enjoy retirement or change direction to pursue a new passio...
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Episode 74
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29:02
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Episode 073 | Strategies for a Successful Business Exit
Entrepreneurs pour so much passion and effort into starting, growing and maintaining their businesses. But eventually, all business owners will enter a transition stage where the business will shift to a new set of hands, either through a trans...
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Episode 73
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26:13
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Episode 072 | Sustaining Success in an Established Business
The term “mature company” might bring up images of a stale, archaic or out-of-date business. But in reality, a business in the maturity stage of the business owner lifecycle is a successful organization with a well-known product or service, loy...
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Episode 72
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16:01
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Episode 071 | Navigating the Dynamics of a Growing Business
After moving past the risky startup stage, a business enters the growth phase of the Business Owner Lifecycle, which presents its own opportunities and challenges. During the growth phase, entrepreneurs must shift from working in the bus...
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Episode 71
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21:04
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Episode 070 | What Does It Take for a Startup To Succeed?
Millions of new businesses are formed in the U.S. each year, but statistically speaking, only a small percentage of those businesses will succeed. How can entrepreneurs make strategic decisions regarding investments and goal setting in order to...
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Episode 70
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21:49
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Episode 069 | The Entrepreneurial Journey and the Cycle of Business Growth
Running a successful business requires more than just creating an initial business plan. Join us in our new series as we dive into the complete journey of a business owner, exploring every stage from startup to exit, with valuable insights on h...
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Episode 69
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30:59
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Episode 068 | Overcoming Challenges and Embracing Opportunity for the Retail & Consumer Industry
The past few years have not been easy for the retail and consumer industry with pandemic shortages and restrictions, rising inflation and a changing workforce. However, the landscape is actually starting to look up again, with profit margins cr...
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Episode 68
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22:21
Episode 067 | Adapting to the Evolving Financial Landscape of the Private Equity Industry
In this episode, join our experts as they unravel the dynamic landscape of the Private Equity industry and offer insights into the latest tax strategies. Our host is joined by three of the firm’s Private Equity Industry experts,
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Episode 67
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14:13
Episode 066 | Managing Unpredictability in the Real Estate Industry
Real estate managers and developers have many concerns heading in to 2024, from rising interest rates and banking liquidity issues to uncertainties in federal legislation regarding tax cuts and allowances.In this episode of The Wrap,
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Episode 66
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29:42
Episode 065 | Navigating Opportunities, Challenges and Compliance for Government Contractors
Doing business with the country’s largest customer (the federal government) comes with requirements, opportunities and challenges that other organizations simply don’t have. So, what does it take to be truly successful as a government contracto...
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Episode 65
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27:32
Episode 064 | Building a Strong Future in the Construction Industry
Construction is a booming industry across the United States with a bright future partially fueled by an increase in governmental infrastructure projects. However, the industry is also facing unique challenges due to a shrinking pool of trade la...
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29:53
Episode 063 | Seizing Opportunities in the Tech Industry
Opportunities abound for technology companies, but in such a dynamic industry, how can business leaders navigate risk and plan for continued success? In this episode of The Wrap, our hosts are joined by two of Warren Averett’s techn...
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Episode 63
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24:34
Episode 062 | Managing Risk and Navigating Challenges for Financial Institutions
We’re continuing our Industry Podcast Series with a dive into the current opportunities and challenges specific to financial institutions. The Current Expected Credit Loss (CECL) Accounting Standard ushered in a new era for financial institutio...
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Episode 62
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25:53
Episode 061 | Adapting for Success in the Healthcare Industry
It’s no secret that the Healthcare Industry—and specifically private medical practices—have seen tremendous change in the past few years. Like other industries, expenses are skyrocketing, and good talent is increasingly hard to find (and keep)....
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Episode 61
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21:22
Episode 060 | Navigating the Changing Landscape of Higher Education
Today’s colleges and universities are facing an unprecedented array of challenges and threats due to declining enrollment, funding struggles and quickly evolving technology—not to mention conversations surrounding the rising student debt crisis...
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18:16
Episode 059 | Balancing Mission and Funding in the Nonprofit Industry
While many industries are facing post-pandemic issues with labor shortages and changing regulations, organizations in the nonprofit industry often see these issues amplified due to their tighter budgets and compliance requirements. The need for...
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15:02
Episode 058 | Unlocking Success in the Manufacturing Industry
Manufacturing companies face challenges that are different than any other industry. A global skills gap and worker shortage, an inability to pivot to remote work and changing regulations create a unique storm for these organizations.So, ...
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Episode 58
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19:43
Episode 057 | Don’t Freak Out: Reasons You Shouldn’t Fear an IRS Audit
The Inflation Reduction Act appropriated $80 billion of additional funding to the IRS, which includes funding for tax enforcement activities. For the average person, this sounds like increased potential for an IRS Audit. So how do b...
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29:46
Episode 056 | Natural Disasters: Tips for Recovery and How to Prepare for the Future
Natural disasters happen. Oftentimes, they are sudden with no way to prepare. After a disaster, business owners are not only faced with property damage but also with business closures, damage to their employees’ properties and...
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23:36
Special Edition | Episode 056 | The Inflation Reduction Act: Takeaways from Tax Experts
On August 16, 2022, President Biden signed The Inflation Reduction Act of 2022 into law with the goal of helping lower costs for families, combating the climate crisis and reducing the deficit to help inflation. What do business owners need to ...
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23:11
Episode 055: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses
Customers increasingly value (and support) businesses that share their own personal values regarding social and environmental issues. In turn, businesses that are transparent and accountable in their policies are often well rewarded. Enter: env...
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25:23
Episode 054: A Crash Course in Fraud Protection for Businesses
No business is immune to fraud, yet few businesses are proactive to examine their own risks. The trust in long-time employees, the convenience of automated payment systems and the simplicity of internal processes can all lull businesses into a ...
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20:45
Episode 053: Making the Most of Your Staffing and Recruiting Efforts
In this episode of The Wrap, Jessica Juliano, CPA—a recruiter dedicated to identifying and placing talent in accounting, finance and administration fields—joins our hosts to discus...
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Episode 53
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22:02
Beyond Federal Taxes (State and Local Considerations for Companies)
Even when federal tax laws change, do you know how the states your company has a presence in are responding? Your company’s state and local tax matters can get complicated fast depending on where your business is located, where your...
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Season 7
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Episode 3
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21:56
Employee Retention and Recruiting in Today’s Competitive Environment
Employees are leaving their jobs in droves looking for something better. For workers, opportunities are seemingly endless. For companies, filling numerous empty positions while also attempting to retain the employees they still have is a challe...
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28:26