Vidal Espinosa, also known as the “Shark CFO”, is the Founder and Principal Partner at Invictus Advisors. With over 20 years of accounting and taxation experience, Vidal and his firm know how diagnose cash flow issues and cure them. As result of working with him, Vidal’s 7-figure clients break their income ceiling, keep more profits, find free time, and create a better financial strategy for their next business iteration. He helps business owners have a clear profit plan and aligns their personal and business financials for maximum benefit in the future.
Vidal has two best selling books such as “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”. With an MBA and experience working for large companies like KPMG and Deloitte, Vidal has advised companies like Sushi ITTO and Sanyo. He was also a former professor at Loyola University. Vidal regularly manages a portfolio of over 100 clients with total assets of over $10 million and has helped increase an annual budget from $25,000 to 7-figures in just three years.
During our conversation, Vidal talks about
-why he began a career in accounting (the reason was surprising)
-the current state of businesses he manages (the answer will surprise you)
-where he sees the restaurant industry going in the future
-what makes him unique and effective as a coach
-entertaining stories from his life and career
-the best ways to network and get referrals
-advice he gives to people of color to succeed in society
-advice he gives to entrepreneurs and those seeking a business coach
-book recommendations you don't want to miss
-critical life lessons and success principles
Connect with Vidal at:
https://invictus-advisors.com/shark
