Multidisciplinary by Design, with Mike Payne

The first thing we learn on Episode 283 of The Unique CPA is that Randy has real trouble saying the word "multidisciplinary." Once we've worked that out, we learn that his guest Mike Payne built his career on a bet that most professionals avoid: pairing a law degree with a CPA license instead of picking a lane. That combination became the foundation of BOSS Advisors, a firm he grew to $2 million before recognizing the ceiling of his own skillset. Rather than force growth he wasn't suited to drive, Payne sold the firm to Haga Kommer, a Midwest-based multidisciplinary group with plans for an employee stock ownership structure. Now serving as Chief Growth Officer, he's applying the same generalist philosophy that built his practice, and he argues that AI makes broad issue-spotting more valuable and accessible than narrow specialization, since professionals who can flag a problem can always bring in the right expert to solve it. Mike unpacks the mechanics of merging a law-and-accounting practice, the ethics rules that shaped it, and what business owners should weigh before selling to a larger platform.

Get the full show notes and more resources at TheUniqueCPA.com