Toby Mathis dives into one of the most overlooked threats facing business owners today: employee theft and embezzlement.
Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: https://aba.link/t8h
In this episode, he’s joined by expert investigator David Pelligrinelli to expose the shocking reality of how easily employees—especially those with access to company finances—can steal from your business.
Connect with David Pelligrinelli
Email 👉 dave@activeintel.com
Licensed Private Investigators – Asset Searches, Online Scams, Data Extraction
You’ll hear real-life stories, including a case where a client lost over $800,000, and learn the common red flags and behavioral patterns that can signal trouble.
They also break down the “fraud triangle” and how simple internal controls can stop theft before it starts.
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Show Notes:
0:00 Intro
1:42 A Message to Small Business Owners
4:40 Bookkeeper Stealing Example
8:58 Important Reminder
13:12 Internal Theft Overtime
18:05 Make it Hard to Breach Accounts
23:03 Coverage for Business Owners
27:27 Final Notes
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#employeetheft #smallbusiness #businessownertips
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