Training Owners: The Guide to Long-Term Firm Success

By Sean Duncan

Sean M Duncan, CPA, is the President and Founder of SMD Consulting & Accounting, LLC, Chief Proactive Advisors, LLC, and Helping Hand RIA, LLC. SMD Consulting & Accounting, LLC has gained national recognition as an advisory-focused CPA firm specializing in fixed-fee project and subscription services to help business owners and individuals with tax reduction, asset protection, wealth accumulation, and success on their terms. As the "Chief Proactive Advisor," Sean leverages his experiences from creating an advisory firm and helps fellow professionals transition from a reactive to a proactive approach. His methodology accelerates the building of more lucrative and fulfilling advisory practices. His 6-step transformative framework was developed over his 25+ years in the profession.