Nate & Liz Lenz
From Founder to Framework
S1 E1
Scaling Requires More Than Growth. It Requires Readiness.
For many founders, getting to $1M is about effort. Getting beyond it is about structure.
In our inaugural podcast episode, I sat down with Nate and Liz Lenz, two seasoned business builders who know what it takes to transition from operator to organizational leader. Through Concurrent and Lens Insights, they’ve helped scale an advisory platform serving over 300 professionals while maintaining a values-first approach.
Whether you’re a firm owner preparing for scale, a CEO building out your next tier of leadership, or a founder approaching succession, their insight applies across industries.
Key Takeaways
01 Clarity Must Replace Control
You can’t scale on vague ideas or loose instructions. As your business grows, so does the complexity of communication. Your ability to give direction that others can act on directly impacts results.
Your leaders are only as strong as the clarity you give them.
[6:00]
02 Your Team Shouldn’t Think Like You
Hiring people who complement, not clone, your thinking is key. Build teams around diverse strengths, not personalities. It’s not about replacing yourself. It’s about expanding what’s possible without you in the middle.
You’re no longer just delegating, you’re asking others to lead.
[10:00]
03 Process Creates Space for Personalization
Standardizing internal work allows you to spend more time where it counts: on customer experience, team development, and strategic relationships.
Automate the repeatable. Customize the meaningful.
[31:00]
04 Culture Has to Scale Too
Culture isn’t something you install once. It’s reinforced consistently, in meetings, reviews, and decisions.
Culture is an output, not an input.
[16:00]
05 Succession is a Process, Not a Switch
Planning your exit, or simply your next chapter, takes time. The earlier you start embedding leadership structure and accountability, the more options you create.
We’re not building a transaction. We’re building a business.
[52:00]
Recommended for Q3
- What is in your forecast?
- Revisit your org chart. Are your people positioned by talent, or by convenience?
- Review your operating rhythms. Are your systems truly freeing you up, or just keeping you busy?
- Audit one client-facing process. Is it built to scale, or being reinvented every time?
- Document the difference between front-stage (client) and backstage (internal) operations.
- Define what your company values look like in action, not just on paper.
The Bottom Line
Sustainable growth is not about pushing harder. It’s about leading better.
This episode is a reminder that clarity, structure, and intentional leadership are not just nice to have, they’re prerequisites for profitable scale.
If you’ve hit capacity, or you’re planning for your next chapter, start here.
Listen to the full conversation with Nate and Liz Lenz
Let’s connect.
Explore how MASCPA’s Box Method supports clarity in growth, structure, and succession.
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