We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back and catch up on what a CFO really is and gain appreciation for what they can do for your business.) In this episode, we're discussing what we do in Freedom Founders in regards to due diligence and building a solid vetting process for investing.

Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Burt Copeland - Why You Need a CFO (Part 1) - Ep #482
2. Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372
3. Lance Pederson – Trust But Verify: The Key To Due Diligence - Ep #330

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

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3. Get Your Free Retirement Scorecard:

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