Looking for a CPA and guidance with creating an LLC

[Bobby Underwood]

Does anyone have any recommendations for a CPA? (Or financial advisor?) Currently we have two properties (one rented one we are fixing and living in) and we are interested in starting the process to franchise a quick service restaurant. I’ve been able to get this far on my own, but I know I should have done things by now that I’ve missed, like form and LLC. Plus, I would love to talk with someone that could help me strategize better financially to get to my goals quicker. I’m eager to take action, and even more eager to learn.

[Mitch Messer]

Hi @Bobby Underwood! We just last year made the transition to a professional financial advisor who acts as our CFO. It was one of the best financial decisions we've made in 20 years in the business!

I would urge you to speak to as many advisors as you can to see who is the best fit. We absolutely love ours and would be happy to connect you with them to chat. Just PM me here on BP.

For the record, I receive not one penny of compensation for making this referral!