• MEDIA
  • SPEAKING
  • BOOK
  • REACHOUT TECHNOLOGY CO
Menu
  • MEDIA
  • SPEAKING
  • BOOK
  • REACHOUT TECHNOLOGY CO
  • BLOG
  • PODCAST
  • LIBERTY LOCKDOWN
  • CONTACT
Menu
  • BLOG
  • PODCAST
  • LIBERTY LOCKDOWN
  • CONTACT
  • SPEAKING
  • BOOK
  • MEDIA
  • LIBERTY LOCKDOWN
  • BLOG
  • PODCAST
  • REACH OUT TECHNOLOGY CO
  • CONTACT
Menu
  • SPEAKING
  • BOOK
  • MEDIA
  • LIBERTY LOCKDOWN
  • BLOG
  • PODCAST
  • REACH OUT TECHNOLOGY CO
  • CONTACT
  • Business, Culture, Ethics, Podcast, Society, Technology

The CPA Who Cracked the Code | Greg Wilson

  • Rick Jordan
  • September 30, 2025

About the Episode 

Greg Wilson knows money. This dude spent years as a CPA and CFO helping other people build wealth and raise capital. Built a service business from scratch. Helped companies achieve multi-figure exits. Now he’s taking everything he learned and applying it to his own real estate development projects. Greg breaks down the difference between debt and equity financing. When to use each one. How to avoid the toxic debt that kills businesses at 40-50% APR. He walks through the real cost of capital and why understanding your cash flow is literally the difference between survival and death in business. We dive into his transition from doing this for everyone else to doing it for himself. His first development project in Houston. $5 million total build-out for industrial flex space with a $7.5 million exit value in 24 months. Greg shows you how he found the right partners who’ve done a quarter billion in development and how he’s bringing his friends into deals to build wealth together. The pandemic money was crazy. $2 million loans at 3.75% for 30 years. Greg filed hundreds of ERTC credits for clients. But here’s the thing. That money’s gone now. Interest rates are high. Capital is scarce. Greg explains how to navigate this new landscape and why the right capital at the right time can still fuel massive growth even in tough conditions. This episode is pure entrepreneur wisdom. No boring accounting talk. Just real strategies for raising capital, building wealth through real estate development, and understanding the cash cycle that keeps your business alive. Greg’s got the heart to help people and the brain to make it happen.

 

About Greg:  

Greg is a successful business owner, CPA, and partner at Precision Financial and Captain Capital. He has over 15 years of CFO, business, and investment expertise. His accomplishments include raising over $100m for clients in his career, growing companies to navigate multiple-figure exits, building a service-based business from the ground up, and building a successful investment portfolio through business lending and real estate. He is also the Founder of Fortitude Wellness, which provides high-value experiences for others to improve their Health, Wealth, and Relationships Greg has dedicated his life to finding flexibility, freedom, purpose, and fulfillment in all aspects of his life and is passionate about helping others do the same.

 

Listen to the podcast here


Watch the episode here

Episode Topics:

  • Learn the real difference between debt and equity financing and when to use each.
  • Get inside Greg’s $5M industrial development project with 50% ROI potential.
  • Understand how to avoid toxic debt that kills businesses at 40-50% APR.
  • Discover why the pandemic money changed everything and how to adapt now.
  • See how a CPA transitioned from helping others to building his own wealth.

 

Rick Jordan  

What’s shakin’? Hey, I’m Rick Jordan, and today we’re going all in. Today we’re going to be talking about money. Hey, you’ve ever thought about talking, you know, starting a business, and talking about investors and capital and all that? Today we’re going to talk about a journey, about getting money into your business for the first time, you know, or raising using other people’s money and raising money for them, all the way to raising money for yourself and dumping that in, because my guest today is a pro at this, and I’m excited because I’ve raised money. I don’t even know if I’m good at it. Who knows? You know, but hey, I’ve got a public company, so maybe that says something. At the same time, there’s a lot of things that I’m looking forward to learning today. Greg Wilson, welcome my man, what’s going on, Rick, how you doing today? Dude, it’s a it’s a good day. It’s always a good day when you talk about money, right? 

 

Greg Wilson  

Yeah, yeah, as long as you’re talking about money where you’re actually able to make more in your life and then also give back and help other people along the way.

 

Rick Jordan  

That’s a good perspective. I saw something similar, some content by Dan Fleischman, a friend of mine, on Instagram a little bit ago, and he’s like, let’s normalize talking about money. It’s like money is so much of an uncomfortable conversation for a lot of people, but literally, everything in life is about money. You need money to put groceries on the table. You need money to start a business. You need money to put your kids through college, if that’s the route you want to go. I mean, everything takes money in this world, dude.

 

Greg Wilson  

Yeah. And it’s such a private subject for people personally too, which I always get a peek into people’s personal life being a CPA for so long, and CFO of so many different businesses, I’m the guy that people go to. I’m the guy that, you know people’s wives or spouses don’t know about, and they come and talk to me about their money. So it’s such a private thing, and I’ve kind of got a peek into how a lot of people attach their emotions to it, and how they operate around money.

 

Rick Jordan  

For sure, for sure. So, I mean, there’s a whole lot of bullet points I have in front of me, right? You’ve helped companies grow to achieve multi figure exits. I mean, you’ve got the CPA the side of what you do, the accounting side. We’re not going to dive into that world today. I live that world every single day, going through our audits right now, after recently going public, what we’re going to talk about today, man, I mean, you know, lending into real estate. You know, we just did an episode on the show a little bit ago with an awesome broker that was in California who did this. And, you know, she started only 28 years old, right? And her own brokerage, and she really started building her wealth by getting into multi unit sales and multi unit investing. And I know you’re into that too, and you’ve raised money for a lot of other people doing that and other businesses, right?

 

Greg Wilson  

Correct, yeah. So, you know, started my career like you said, doing, doing accounting and finance. Built a service based business from the ground up out in Colorado, took a partnership position so kind of, know, the intricacies of building a business and then actually getting capital, myself a little bit there to cover things like employees and operating expenses, and then all along the way, you know, helping other businesses achieve their goals, and capital is generally a big constraint on a lot of businesses, especially new businesses that aren’t venture backed companies or have some crazy money behind them, right? And so, you know, cash really is kind of the fuel of running the business. You don’t know where cash is coming from, or when it’s going to come next, and how it all flows into your business, and where you’re going to outlay that cash, you’re going to have some problems right then, in cash isn’t everything in business, but you’re not, you’re not going to survive if you don’t have good cash flow within your business. So you got to, you got to figure out different methods, whether that’s lending, whether that’s raising capital, you know, going to friends and family, short term, long term debt, you know, from from the government, all sorts of different options, and what fits best for this situation that you’re in. 

 

Rick Jordan  

For sure, there’s a lot of knowing this realm myself and raising my own capital, and a lot of people, there’s a misconception too, right? At least there was for me. It’s like raising capital you think about investors. But raising capital, as you mentioned, can also be debt. You know, it’s looked at the same exact way. There’s and there’s different uses and purposes for each of those, yeah. And I think there’s actually a good, healthy balance between those two when you use, of course, both in your business.

 

Greg Wilson  

Yeah, yeah. Depending on where you are in your business, you don’t want to, you know, if you’re starting up, you don’t want to take a ton of debt that’s personally guaranteed, that’s going to completely wipe you out your family, your house, everything. But debt is good if you can use it the right way. And you don’t want to be in a situation where you end up taking a lot of debt, where you run yourself drive cash because you’re paying interest expense and things like that, but you also don’t want to take too much equity, because you might end up giving away too much of your real estate project, too much of your business and the cost, the actual cost of capital, would have been significantly less had you just paid interest expense on some of your loans. So there. A good, healthy mix in there. And, you know, the short answer is, it depends for every situation, and depends on interest rates, depends on when your business, depends on who you’re working with, who you’re partnering with. There’s, there’s a lot of determining factors there. And we can, we can unpack it. We can go deep and and whatever area you want, I’m happy to do.

 

Rick Jordan  

So, yeah, there’s one area I want to because I’m curious on your opinion on this. You know, because there were know, because there were having a cybersecurity business, there were customers that I’ve worked with, especially during the pandemic, right? And you take a look at the difference between what you know, because there was a lot of money available from the government during those few years, right? Yes, versus now, and now, there’s not a lot of money available from, really, anywhere, you know, different, different banks and everything you know. And if there is, if you get it, you know, the interest rates are obviously a lot higher at this point. But taking a look back at that during that time period, you know, I’m looking at this, or I did look at this anyways, to where it’s like, I’m going to get whatever I can, because I can reinvest it back from a debt perspective, from a debt perspective, from the government, during those time periods, it was just low interest money long term. So it’s a low payment doesn’t really impact cash flow that much. And we’re going deep here. So people listening, right? Start taking notes, everybody, okay? Because during that time, I mean, that is literally a lot of what funded my ability to take the company public. You know, what was, it was the timing was, you know, it was a horrible time for our country, but the timing specifically for my company, in the need of that capital, instead of, like, backing down during that period, I saw that available capital, which was debt, and said, You know what, I’m going to double down instead of backing down, and here’s the money I’m going to take to be able to use it. Because it was, you know, it’s, it was a cheap cost of money to me, 3% long term deferred payments. Yeah, exactly. You know, it’s next to nothing every single month. And that’s what helped fuel the rise to where we’re at. I mean, I went from, you know, a couple million, like 2 million in revenue help set us up for acquisitions to where we’re public now in eight figures. Yeah, you know, so it’s a great return, obviously.

 

Greg Wilson  

That was such a crazy time. And, you know, I don’t want to spend too much time there, because you don’t really have those opportunities anymore. But yeah, we were literally getting up to $2 million for businesses at three and a quarter percent interest rates 30 year fixed, like that’s, that’s incredible. You’re never going to see that anytime now, right? And then there’s all the other incentives, things like that, the ertc credits, which unfortunately is kind of stopped. A lot of people have taken those, but I helped file hundreds of those for clients which just got them, you know, grants from the government and tax, yeah,

 

Rick Jordan  

it was a lot, it was a lot more money that was, in essence, quote, unquote free, because of tax breaks and everything, you know, right? It’s, you’re right. I don’t want to spend a lot of time on it. The parallel that I’m making with that is, depending on what you use that capital for, and this is just either debt or or equity financing, you know, either one of those, as long as there’s that return, because there’s certain things, even if you take out high interest rate, we’ll say 20% short term like MCAS, right? It’s, it’s expensive debt. However, does that really matter if you’re going to use that to buy materials or something like that, you know, or invest in a property like you to where you’re going to have a return that far outweighs that short term interest? Yeah?

 

Greg Wilson  

Yeah. So, you know, in real estate, you do underwriting, right? And so with businesses, we kind of, we do the same thing. When we start to look at loans, whether we should take debt or we should take equity, we look at what is the true cost of capital. And I’ve had businesses and friends and things that we’ve gone and got the toxic debt, the MCA dances, which, on an APR basis, some of those guys run 4050, plus percent, yeah, and it’s insane. And so, but generally, you can get the money like tomorrow in your bank account. And so there has to be some factors that you really think about of Is This Really, if I get the money tomorrow, and this is my only option, is this my last shot of, like, really, kind of making in this business, because we’ve been in those situations of, like, this thing’s kind of going to a bad spot. So this is our last chance here. And we know it’s really risky, and we take those calculated risks. I’ve also been on the opposite side, where people have taken those risks too early, and then I’ve helped them get out of those situations, refinance their debt. And a lot of that comes down to actually getting their their financials in order, and actually understanding the profitability of their business, and putting a picture. So when you go to lenders and you go to bankers or you go to investors, you’re painting the picture of not what happened previously, but what is going to happen when I get this cash and then they’ll underwrite everything off you you previously, but, but you’re going to have a better chance of actually getting either a lower cost of capital or maybe even private lenders if you have a really thought out plan. Of where you’re going to take your business, yeah, how you’re going to use that capital, and actually factor in the costs into how you’re going to get yourself out of the hole. Yeah. And so one of the things that I’ve really enjoyed doing the last couple of years is becoming more of like a board of board advisor for small and mid sized businesses. So I’ll put a little bit of money in and take an advisory role and really just help guide them, of, you know, some kind of distressed businesses, and help guide them through that process, ones that I can look at, just look at the financials for for a few hours, and just understand, like I can get you out of this hole. There’s a path to this, and a lot of it’s optimizing marketing, maybe scaling down a little bit, cutting product lines, a whole handful of different things, optimizing your marketing team right, and getting all those little metrics in line for you, and understanding the whole, the whole cash cycle within the business.

 

Rick Jordan  

So this is an accounting stuff. I mean, this is just like, this is entrepreneur stuff, man, and it’s, it’s looking at everything. And I love how we’re not diving into a deep hole of finance too. I once had a, I once had a CPA tell me I was on his show, right? And, you know, I was getting ready to go public. He’s like, I want to tell you something. Rick, I’ve been, I’ve been a CPA for, for 40 years in public accounting. He goes finance adds no enterprise value. It’s like, I just want to tell you that, like, meaning of finance department, he’s, he’s like, this is necessary. But what you’re talking about, dude, you know, because this is a cool transition, is you’ve done this for like, literally everybody else, exactly how you’re talking and now you transitioned into doing it yourself. You know, when was that like, thing? You’re like, I’m sure that was like, looking in the mirror, right? Like, oh my god, I’m good at doing this for other people. Why am I not raising capital for my own projects?

 

Greg Wilson  

Right? Yeah. And so when you help enough people reach their goals, and I love that piece, and you know, to be frank with you, I actually hated accounting. I just, I took some classes. I was good at it. I got into it. I got my CPA. I was just, you know, it was just traditional family. My dad’s like, just get a job, make some money, do something, you know, and I was good at it, and I fought it for a long time, and then I started to really find the love in actually understanding what makes people work, why they started their business, yeah, and getting down to really what their values are, and understanding how it could really help them. And finance was such a big piece of it, a lot of entrepreneurs just don’t understand it, or think they understand it, but there’s so many little intricacies and things like that. So that’s where I started to really find a love for it. And then once I’d helped so many businesses raise capital sell their business, big exits out of it, it was cool being in the background and on the sidelines and helping them, quarterbacking the finance and things like that. But yeah, now I’ve really taken a step and partnered with some people in some real estate projects. We have one that we just opened escrow in in Houston, and it’s about 800,000 in land, and it’ll be about a 5 million total build out for some light industrial, flex space, small bay industrial. And then we’ve got another one out in Lake Havasu that we’re looking at right now. So taking what I have now and then, instead of actually building a big business around it, I’m trying to simplify it. Let’s find some real estate. Let’s figure out how we can apply the same things that I’ve learned over the last 15 years and apply it to actually raising some capital and building some some other really cool stuff. 

 

Rick Jordan  

That’s cool. What was your first step in that? Because I’m curious, because, I mean, the way that my brain thinks about this is it’s like you’ve got to you’ve got a plan, right? You’ve got the flex space that you’re going to build, you you’ve identified a location, you’ve obviously calculated out what the ROI might be and how that property might appreciate over the years, especially with the I’m assuming anyways, because it’s going to be rental income for that flex space that comes in at the same time, which can then pay back investors over a period of time, but at the same time, the value of the property increases itself. I mean, it’s just, if you look at it, say, they say money doesn’t grow on trees, but Money does grow on industrial buildings and flex space buildings, literally, you know, because it’s brilliant, you know, how do you do that first one? Because, I mean, it’s really like conceptual to be like, what’s a good structure of a deal to get investors warmed up to the idea, you know, because they’re not going to put up the whole, I think you said 5 million, and then plus 800k in the in the land, so you’re talking like 5.8 million in capital.

 

Greg Wilson  

You have 5 million total on capital, four to 4.2 and build out. So a lot of that’s going to be debt. So we’re, you know, we’re, I’m gonna, so let me back up. So first of all, finding the right people to partner with, right? So I have two buddies that I’ve worked with that I’ve invested money, my own money, into deals, and let’s just back up a little bit further. Before I started doing my own stuff, I started just putting my money into syndications and funds and other ways to build wealth through. My friends, funds and projects that they were doing, right? And that way I kind of meet them, understand it. Oh, I really like this asset class. Yeah, I was thinking about multifamily for a while. I don’t really like the rental squatter laws, especially I’m in California, especially things like that, for real. And so you do some research, you find the right asset class, and then you find the people. So one of my partners, Chad, he’s done a quarter billion dollars in development, so he’s the one on the ground out there going, Hey, this thing’s 100,000 square feet. 35% of it’s going to be building. 65% is going to be land. You know, we’ll be able to get 10 to 15 units at about 1500 square feet like and planning all that out, and then bringing it back. We do all the underwriting to understand what is the rental going to be on this How long is the lease up period? But really, that deal, it’s going to, it’s going to be pretty good. We’re going to, we’re going to sell it, ideally, in a couple of years. So about a 24 month build timeline for the entire thing, 5 million totally, total in and our eggs, our appraised exit value, seven and a half on it. And so throughout that timeframe, like as soon as we break ground, we’re going to start renting and leasing them out and or selling individual units, right? So these are all just things where we’re thinking about as we’re going through it. What’s the market? Where are we at? Like, you know, what can we get from a purchase price standpoint? And right now is not, I mean, you can find deals out there in real estate of commercial where you go in and you rehab it, or you rent it up, or things like that. But really wanted to get into development, because development is where you can actually, I mean, you’re starting with a plot of land, so there’s a vision, right? And a lot of people can’t see that vision, of like, looking at this land, of like, Oh, I see this, right? And that’s where you can actually make some some some good capital there, and then just kind of continue the cycle. So for sure, and I mean, I’m most excited just kind of bring my friends on board too. Because every, every deal that I do, I try to bring my friends and people in my network and bring opportunities to people so that they can, you know, they can live a better life and grow wealth and be financially free and all that too. So along those lines of providing valuable space for for businesses, I’m also able to help my friends and help them make money and improve their lives too.

 

Rick Jordan  

So that’s cool, brother, I like that. Yeah, yeah. Rather than raising money for other people, now you’re actually providing that, that Avenue A lot of people that are in your circle too. I love that. Yep, that’s cool. Is that That’s got to be what gets you up in the morning for real?

 

Greg Wilson  

Yeah, yeah. This is, like, this has been the last couple of years of really making a transition to to some other asset classes, real estate, I love, you know, finance and accounting. We’ve got three partners at precision financial, 45 employees here. And I’ve kind of stepped out of my role, mostly there, and just taking advisory and and taking a lot of time to meet people like yourself and people in David meltz network, right, to kind of regroup a little bit make sure having fun and growing and and building things. You know, that’s what I really enjoyed doing.

 

Rick Jordan  

For sure. I mean, I think we’ve kind of taken the whole gamut of really who you are and where you’re going at this point, you know, what I really like, what I really like about what you’ve done, because you’re in the CPA world, and I’m seeing some parallels between the two of us, you know, because to where it’s like I was in the tech space, like I literally was the guy crawling under desks, you know, going in Server closets, you know, the first Geek Squad agent in Chicago, right here, and on the transition, yeah, legit. 2003 the first one in Chicago. And it was, it was, it’s been a fun journey, but then ultimately transitioning into, like, you know what? There’s some really cool things that you can do with with capital and with the public markets and to, you know, even privately, like you’re doing, to where you can actually create wealth, or be that conduit for wealth for a lot of other people that are surrounding you, you know. And then, of course, you get blessed out of that whole scenario too, which is pretty awesome. That’s what, that’s what gets me excited. Like doing, like, even this morning, I’ve got my CFO that’s in town, you know. And we were talking, we were doing like, some sec and OTC judo, you know, to fit, to figure out an issue there, but actually to let things break through so that we can get some funding earlier on, you know, while not limiting ourselves. And that way we can continue to grow and continue to push forward and hire more people and and buy more companies and give them better homes and all of this. So it’s, it’s really cool, man, how you start to see that trickle out, and it’s almost like a a river that starts as, like that little creek, and then all of a sudden it just, like breaks through and just a whole big, huge flood water comes out.

 

Greg Wilson  

Yeah, yeah, totally. What’s your goals with reach out and I, like, obviously, the podcast has been growing and, yeah, your social following has been growing. You’ve been doing a lot of cool stuff. Like, what’s what’s the goal to kind of combine all of that and and continue what you’re doing.

 

Rick Jordan  

Yeah, I mean, there’s certain aspirations here and there, but it’s a even for the company I know the company, I intend to take it to a senior exchange, whether that’s NASDAQ, nice, you know, whatever the whatever the direction is, but it’s, there’s a lot of people that have helped me get here that are shareholders in the original company. And it’s, we’ve got, it’s cool, because once we reverse them in public, I gained another over 1000 shareholders, and that’s going to continue to grow, you know, to 30,000 then 100,000 you know. So I like seeing that, because it’s like every little person you know, or every shareholder, whether it’s big or small, has some sort of skin in the game, so to speak, some sort of actual belief in this whole thing that we’re doing, just like you right? Just like there’s people, there’s investors that have belief in that development project, you know, whether it’s the underwriters or whether it’s a private investor, they have to believe to sign off on it, you know, and that’s, that’s the cool part for me, man, is to be able to put those puzzle pieces together. So the next puzzle, I mean, after this, I don’t know. I mean, who knows when I’m going to get to the next phase of this, but I’ll know it. I don’t know. Maybe you can answer this right? I’ll know the next phase when I see it right. And for right now, I’m going to keep going down the path and I’m going because I know it’s where I’m supposed to be right now, when I see the next phase, then I can start like, oh, that’s where this is headed.

 

Greg Wilson  

Okay, that is a that’s a really good point. I think one, one of the big things that I’ve worked on in my life is having the flexibility and the freedom to be able to do the things I want when I want to, yeah. And I achieved that maybe five, seven years ago, where it was like, financially free, my bills were covered with passive income, and I could kind of just do what I wanted. And then it was like, there was a little bit of boredom, right? Yeah. But then it was, you know, finding the right things and, you know, whatever you believe, but like, you know, trusting God and the universe of of him on the right path, or using really, your gut, right? And I feel like when you listen to your gut, more often than not, it’s going to tell you the right way to go. And so there’s been a lot of periods of, like, almost a little bit of boredom, discovery, and then, you know, all right? And then, kind of, your podcast, like, you go kind of all in, in that direction, like, this is, this is the way this feels right, yeah. And having confidence in yourself that if something doesn’t go right, that you’ll be able to figure it out. That’s a big one for me. Of like, I’m scared to do it because I’m not gonna, I didn’t have enough self confidence to be, you know, be okay. But surrounding yourself around the right people, not trying to do it alone, has been big, big part.

 

Rick Jordan  

I’m with you. Yeah, you never really know how big something’s gonna grow and where it’s gonna go until you actually start to do it. It’s like, I mean, you asked about the show, and I appreciate that with you, man, because it’s like, this is a top 2% global show now, and I’m grateful for everybody that’s listening stuck around for over the years. That’s great. And I have, you know, I have no idea where it’s gonna go for here, but, yeah, I mean, you mentioned our mutual friend David, melt. It’s like, I keep saying I’m gonna catch up to you, dude, because he’s at like, 1% you know, I’m like, I’m close. I’m getting there. You know that’s just, that’s just friendly competition. I played sports a lot when I was younger. You know, it’s but that’s, there’s no ego involved in that. It’s just having fun as friends. But right now, I’m grateful for what it is, and I’m grateful for where it’s going. It’s like, I might have one ultimate goal for the show, and that’s to have McAllen as a sponsor, like, literally, have the distiller in McAllen as a sponsor. I’ve done no sponsors. I used to, like, brag about that, almost, that we’ve never done any sponsors, right for that, you know, I do shout outs all the time for everybody, you know, which is awesome. I love to be able to provide that platform for people like you and everybody else. But yeah, there’s one thing that’s like, Ah, I think I might have just made it, you know, McAllen is like, yeah, you’re gonna have to drink a glass of our Scotch in every show, and we’ll give you some money for it. Like, perfect done deal. Okay, some stuff is just fun, right? I mean, there’s, there’s a good business tool that’s behind everything, you know, and there’s a, even though the show has never been monetized, maybe you can talk about this because, I mean, even, like, it’s similar, because with what you’ve done with your being a CPA, you know, and having that living that finance, or you’re a CPA, yeah, you are, yeah. I thought, yeah. I felt like, wait a second, but I know we talked a lot about finance, I thought you were, you know, a lot of people would be like, oh, you know, that guy does taxes, you know, whatever it is. Or it’s like, you know, everybody and their grandmother, at least since covid has had a podcast, you know, and I’ve never monetized this directly, as we said, no sponsors or anything. At the same time, it’s done so much in building the network and building a personal brand to the point where it supported the company and literally what has allowed us to be in the circles in order to even take the company public in the first place. So there’s indirect return on investment, like, huge out of this. And I’m sure you can see the same thing being a CPA for years, where you’re at.

 

Greg Wilson  

Yeah, yeah. And I’ve and I found I fought that, like, stigma of, like, oh, boring accountant, bean counter, CPA.

 

Rick Jordan  

Computer tech, yeah.

 

Greg Wilson  

People, people that call me on April 14, being like, Oh, hey, I need some help with my taxes. And which is funny, because I never really spent a lot of time in the tax world. I went straight into finance and and, like, really managerial accounting and helping people understand how their business works, and again, raising capital, you know, managing cash flow, things like that. So the CPA has helped get me a lot of places. It does provide a lot of credibility. It’s an extremely hard test, but that’s all really is.

 

Rick Jordan  

Like the bar exam for lawyer, right? If I could just memorize the info, I think I could be a lawyer for you.

 

Greg Wilson  

Yeah, yeah. But, you know, yeah, the second I tell somebody as a CPA, they’ll open up their entire financial history for me and be like, oh, yeah, by the way, I got this going on.

 

Rick Jordan  

So funny. Like, what do you do? I’m in I own a cybersecurity company. I got this problem with my email. You think you can help me a little bit? Like, I don’t, not really. That’s, yeah.

 

Greg Wilson  

Yeah. So yeah. And I think, right, and I’ve tried to find that connection, and it really came to me maybe three or four years ago. But how can I take this, the CPA CFO title and things that I’ve done, yeah, and start to spin that into the businesses that I that I want to build and and helping other people? And that’s been it lately. It’s been great. I mean, last couple years have been phenomenal, just where things have gone.

 

Rick Jordan  

That’s awesome. Yeah, I love that brother. Dude, I appreciate your heart for real, because I can see a lot of parallels. This is why, dude, why we’ve gelled so much over the over the last year. So I’m glad I didn’t even know you were, like, coming on, which is so cool. I saw your name pop up. Like, yes, this is gonna be a great conversation every once in. I mean, if you’re doing a show, you know, if you’re listening to this and you’re just started, getting started, it’s awesome to have your friends come on, you know, especially as it, like, comes further on, you know, into the the maturity of the show. And I’m sure just like you like, I love going on my friend shows as well, totally. It’s good conversations. But brother, I appreciate you your biggest priority right now. You know, where can everybody find you, except @thegregmwilson on Instagram. What can people contact you for?

 

Greg Wilson  

Yes, so our real estate company is called Captain capital. www.captaincapital.com

 

Rick Jordan  

It’s like a superhero.

 

Greg Wilson  

My buddies. He’s an actual captain. He’s a private jet pilot.

 

Rick Jordan  

Well, that’s better than my powerful thing. Yeah, for real

 

Greg Wilson  

Yeah. So, so you know, check out the website. We’re going to have our deals going through there, if people are interested in investing or learning more about real estate, some of the things we have going on that’s a good place to look as well. Yeah. Otherwise, social media, Instagram, LinkedIn, Greg M Wilson, CPA, if anybody’s looking for help in their business advisory or have challenges or just want somebody to talk to, I just, I love people calling me and just picking up the phone and chatting a lot of times, I can help people break through that initial hurdle of, like, I didn’t look at it that way, and start connecting you with people in my network. Because that’s what I really what I love doing.

 

Rick Jordan  

I love that, man, yeah. And everybody you need to talk to Greg, because just like how great got started with with some of the real estate deals, I’m sure you do like some syndicated deals, so where you let small guys in, right? Yeah, and that’s a great place to start. You know, like I said, Greg’s I’ve never done sponsors. Greg’s not paying for this at all. It’s just Greg’s a good person. And to get started and learn the ropes of something like this, to when you can get to the point to where you’re doing $5 million development projects with a with a 50% ROI, or 150% ROI, on that development. You got to start somewhere and learn it. So by all means, get a hold of Greg, because he’s going to be your dude to help you rock this and grow up and mature and get educated in this space. Greg, my man, appreciate you coming on, dude. It’s been awesome.

 

Greg Wilson  

Thank you so much, Rick. I appreciate it.

The CPA Who Cracked the Code | Greg Wilson

SHARE

Share on facebook
Share on google
Share on twitter
Share on linkedin

Rick Jordan is CEO & Founder of ReachOut Technology, and has become a nationally recognized voice on Cybersecurity, Business, and Entrepreneurship.

ABOUT

Media Sheet
Contact

SPEAKING

Corporate
Cybersecurity
Ethics
Motivational

Works

Liberty Lockdown
Situational Ethics

Services

ReachOut Technology Co
Partner With ReachOut Technology

© 2021 – 2024 Rick Jordan

Terms & Conditions

Privacy Policy

Facebook
Linkedin
Twitter-square

© 2021 – 2024 Rick Jordan

Terms & Conditions

Privacy Policy

Facebook
Linkedin
Twitter
Instagram