We’re excited to kick off our very first episode of The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market! Host Dave Kells is joined by Tavi Meketon from the Profit Team at Whitman Transition Advisors to explore how firms can grow, evolve, and stay fiercely independent—without needing private equity. From offshoring and tech to partner alignment and talent strategy, this episode is packed with insights for every firm leader.
In this episode, you will be able to:
- Discover proven strategies for staying competitive without private equity
- Learn how to overcome resistance to outsourcing and offshoring
- Explore how integrated technology supports smarter decision-making
- Hear tips on maintaining culture and quality with offshore teams
- Understand what attracts and retains top talent at independent firms
Listen now and get inspired to lead your firm forward—on your terms!
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