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Thinking of launching your firm in 2026? In this 100th episode of CAS Minute, Roman shares a raw and honest reflection on what it really takes to start—and stick with—a client advisory firm. From Reddit confessions to personal burnout stories and impact-driven purpose, this episode dives into the emotional and strategic cost of entrepreneurship. If you’re building a firm this year, don’t start without asking yourself: what’s your why?

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⏱️ Chapters

01:26 – Defining Your WHY as a Firm Owner

01:58 – Reddit Confession: “I Dream of Not Being CEO”

04:19 – Mentorship, Partnerships & Feeling Trapped

08:43 – Facing Instability in the Early Years

11:38 – Your First Client vs. Long-Term Motivation

12:38 – Tying Purpose to Client Outcomes or Greater Causes

15:15 – Physical & Mental Wellness as Business Strategy

18:39 – Work That Fulfills the Heart, Not Just the Mind

22:04 – Don’t Obsess Over Tools—Focus on Outcomes

24:35 – Real Stories: Funding First Descents

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✅ Key Takeaways:

• The first year will be hard—many 2025 firms didn’t make it to 2026.
• Define your “why” early. It’s the only thing that will push you through instability.
• Suffering isn’t a badge of honor—shift toward joyful productivity.
• Firm-building is personal—what makes you feel fulfilled?
• You don’t need a massive mission—but you do need one that matters to you.

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📢 Want to build a CAS firm that lasts—and that you actually love working in?

Start with purpose. This episode will help you find it.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
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