As your success grows, so does the financial complexity. More accounts, more advisors, more decisions—and often, more chaos.

In this episode of The Angie.CPA Show, Angie Grainger, CPA/PFS, CFP®, breaks down what a fractional family office is, why it’s not just for billionaires, and how it can help high-income entrepreneurs regain clarity, control, and tax savings. If you're juggling multiple advisors and still wondering if you're making the right moves, this episode is for you.

You’ll hear how Angie and her team have uncovered over $17 million in client messes, mistakes, and missed opportunities—and how getting the right structure in place changed everything.

Download the free Quick Guide to Family Offices

Subscribe for new episodes that bring calm to financial chaos.

For personalized support, schedule a consult with Angie at angie.cpa⁠

—GENERAL INFORMATION DISCLAIMER // This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. All content in this episode is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the episode constitutes professional and/or financial advice, nor does any information in the episode constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Prosperent Co is not a fiduciary by virtue of any person’s use of or access to the episode or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content in the episode before making any decisions based on such information or other consent. In exchange for watching or listening to the episode, you agree not to hold Prosperent Co, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the episode.

A strong exit strategy isn’t just about spreadsheets and sale agreements—it’s about knowing when you’re really ready, both financially and personally.

In this episode of The Angie.CPA Show, financial planner Angie Grainger, CPA/PFS, CFP®, shares what she’s learned from years of helping business owners plan their exits—only to watch them hesitate at the finish line. The truth? Most delays have nothing to do with money and everything to do with uncertainty.

You’ll learn what makes a business valuable to someone else, why future cash flow matters more than past performance, and what to start doing now if you want your exit to actually work—whether you’re selling to a third party, passing it to your kids, or just ready to move on.

Download the free Quick Guide to Valuing Your Business

Subscribe for new episodes that bring calm to financial chaos.

For personalized support, schedule a consult with Angie at angie.cpa

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GENERAL INFORMATION DISCLAIMER // This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. All content in this episode is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the episode constitutes professional and/or financial advice, nor does any information in the episode constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Prosperent Co is not a fiduciary by virtue of any person’s use of or access to the episode or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content in the episode before making any decisions based on such information or other consent. In exchange for watching or listening to the episode, you agree not to hold Prosperent Co, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the episode.

Not all financial advisors are created equal. In fact, many of the credentials people list after their name take less than a month to earn—and some don’t require any real experience at all.

In this episode of The Angie.CPA Show, financial planner Angie Grainger, CPA/PFS, CFP®, breaks down what the letters after someone’s name actually mean, how to spot the difference between surface-level advice and real expertise, and how to choose an advisor who can oversee your entire financial picture.

If your money is getting more complex—or you're facing a big life change—this episode will help you make smarter, more confident decisions about who you trust to help guide you.

Download the free Quick Guide to Financial Advisor Credentials

Subscribe for new episodes that bring calm to financial chaos.

For personalized support, schedule a consult with Angie at ⁠angie.cpa⁠

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GENERAL INFORMATION DISCLAIMER // This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. All content in this episode is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the episode constitutes professional and/or financial advice, nor does any information in the episode constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Prosperent Co is not a fiduciary by virtue of any person’s use of or access to the episode or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content in the episode before making any decisions based on such information or other consent. In exchange for watching or listening to the episode, you agree not to hold Prosperent Co, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the episode.