What does it really take to scale a business from 7 to 8 figures – without sacrificing your family, faith, or sanity?
In today’s powerful case study, Kelly sits down with longtime Legacy Leaders client, John Briggs, founder of a tax and accounting firm with over 250 team members.
John opens up about his journey from overwhelmed entrepreneur to visionary CEO, how he grew his firm from $2.7M to $30M+, and how he used a combination of mindset shifts, strategic hiring, and unwavering values to build a thriving team-led company.
This episode is a masterclass in legacy-driven leadership for anyone who’s tired of being the bottleneck and ready to rise.
What You’ll Learn in This Episode:
Why John was “drowning” at $2.7M—and the moment he knew something had to change
The single tool that changed everything (hint: it’s not flashy, but it’s foundational)
How John built a 250-person firm without becoming the golden handcuff boss
The power of letting go of control (without losing your vision)
Why every core hire might take 3-5 tries—and why that’s normal, not failure
How John shifted from technician to leader and built a faith-and-family-first empire
The importance of locking into your own vision—not the industry’s default model
How Legacy Leaders helped John move from fire-fighting to long-term focus
Timestamps:
02:30 - From private practice to 250+ team members
05:45 - The breaking point: working with a business psychologist
08:15 - Why success means nothing if you fail at home
11:20 - Drowning at $2.7M and not seeing a path forward
13:10 - Discovering the power of the 10x org chart
16:40 - Learning to trust others and delegate with confidence
20:55 - Letting go of guilt around failed hires
23:50 - Why most entrepreneurs quit right before the breakthrough
26:30 - Reframing success: It’s not about ease, it’s about capacity
29:00 - Advice for entrepreneurs at every level: it all starts with vision
Resources:
Grab your copy of Bigger Than You by Kelly Roach: https://www.audible.com/pd/Bigger-Than-You-Audiobook/B0DMR2FB2P
Learn more about the Legacy Leaders program: https://programs.thebusinessadvisory.com/legacy-leaders?_gl=1*1o3f0tm*_gcl_au*NjYwNDg2ODM2LjE3NDYyMjUwNjQ.*_ga*MTM5MTU4NDUwNC4xNzQ2MjI1MDY0*_ga_KXQNP3E7NJ*czE3NDYyMjUwNjQkbzEkZzAkdDE3NDYyMjUwNjUkajAkbDAkaDA
Connect with John Briggs and learn about his 3x3 Method: incitetax.com
Apply for a Power Hour with Kelly — Get clarity, strategy, and results in just one high-impact session https://thekellyroach.com/power-hour
Apply for a Power Hour with Kelly’s team: https://programs.thebusinessadvisory.com/powerhour
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The Kelly Roach Show is your business podcast that gives you quick, actionable trainings for business growth, sales growth, and leadership. Kelly teaches about the entrepreneurial mindset and how to leverage building an unstoppable team with high performance strategies for rapid and sustainable business growth.