Are your people thriving, or are they quietly burning out?In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often...
How do you scale a firm without losing its culture? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Erin McAuley, Chief People Officer, Springline Advisory, to discuss why people strategy has become a competitive...
Succession planning is not a one-time event—it is a continuous process that must evolve alongside your firm. For CPA firm owners, maintaining an up-to-date succession plan is essential to protecting leadership continuity, client relationships, and long-term...
How CPA Firms Can Scale Profitably with Global Talent Solutions Discover how private equity and non-traditional buyers deliver 6x–15x multiples for senior CPA firm partners, and long-term growth opportunities for younger owners. Non-traditional mergers, transactions...
Mergers and acquisitions (M&A) are a popular strategy for businesses looking to grow, expand their market share, and increase their revenue. The process of M&A involves combining two or more companies to form a single entity. This article will outline the...
