A client came to me with $4M and one question: Why am I losing money?

The $4 Million Reality Check

John walked into my office with the confidence of a man who'd just sold his HVAC company for $4 million. After 22 years of 6 AM service calls and weekend emergencies, he thought he'd finally made it.

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https://pnwadvisory.com/insights/a-client-came-to-me-with-4m-and-one-question-why-am-i-losing-money