Rob Luna

When I started Valtrion, like my introduction, he sold his business for millions of dollars, which I did, but you know, our focus really there was just on managing money.

I had a CPA for 20 years that I was kind of complacent with and I figured all those things were going on.

And then when I sold my business, it's nothing like doing it for yourself.

I was like,

shit if i would have structured this like this or had this trust i literally lost millions and millions of dollars so kind of the cool thing about what i'm doing now sean is the business i'm building today or we built a voucher on i am the target customer so selfishly i'm building this for myself not from an ivory tower and when i started looking at taxes let's just talk about taxes in particular because

I think that's the biggest, biggest pain point.

And when you talk to people about their tax situation or CPAs, I'm sure all your listeners are thinking about this.

Everyone's disenchanted.

The CPAs are taking on three, 400 clients.

Everything's reactive.

There's nothing proactive and people are just losing millions and millions of dollars because of that.

So when I started this firm, I'm not a CPA, but I'm pretty smart with numbers and my team is pretty smart with numbers.

And we said, look,

We're pretty good at this stuff.

We understand business and real estate and strategy more than any CPA does.

And CPA is not to underestimate them, but there's a code of what you can and can't do.

And what we said is, hey, we're gonna reverse engineer that code.

And to your point, when we find somebody, we're gonna start at the beginning of the year tax planning.

And we're going to do every single thing that we can legally to make sure that we minimize taxes.

Because coming from California to here in the federal government, where that money was being pissed away, we didn't want to do that.