Tom Wheelwright, CPABoard of Advisors

Tom Wheelewright

Phone: (310) 826-3000

Tom Wheelwright is a globally recognized tax strategist, bestselling author, and financial architect whose expertise is foundational to NDFC’s acquisition and post-acquisition value creation. As founder of WealthAbility® and a longtime Rich Dad Advisor to Robert Kiyosaki, Tom has helped thousands of entrepreneurs, investors, and business owners dramatically increase after-tax cash flow while minimizing exposure.

His tax-savvy strategies directly support NDFC’s leveraged acquisition framework, enabling:

  • Tax-efficient SPE structuring and capital flow design
  • Enhanced post-close EBITDA through cash flow optimization
  • Exit preparation that minimizes tax drag and maximizes returns

Tom has advised Fortune 1000 firms, trained CPAs across six continents, and authored Tax-Free Wealth and The Win-Win Wealth Strategy. His insights help ensure that NDFC-acquired companies are not just successful, but tax-optimized wealth machines.

Tom Wheelwright, CPA is the visionary and best selling author behind multiple companies that specialize in wealth and tax strategy. Tom is also a leading expert and published author on partnerships and corporation tax strategies, a well-known platform speaker and a wealth education innovator.

We're your partner in acquiring and growing middle-market companies that create lasting wealth.

Partner with us