Ep 34: Fiercely Independent—or Strategically Aligned? The Choice For CPA Firms With Alan Whitman Everything CPA And Private Equity With Phil Whitman And David Wolfskehl podcast

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Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman

6d ago 28:30

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Are CPA firms clinging too tightly to being “fiercely independent”?

In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with former Baker Tilly CEO Alan Whitman to unpack what it really takes to scale in today’s profession.

In this episode, you will be able to:

• Understand why “good enough” thinking holds firms back from real growth

• Learn how strategy and discipline transform lifestyle firms into true businesses

• Explore the tension between independence and alignment in firm governance

• Hear how culture and collaboration drive sustainable scale

• See why breaking old habits is key to staying relevant

Listen now to uncover why independence isn’t always strength—and how strategic alignment positions CPA firms to thrive in a changing marketplace.

#CPA #AccountingFirms #FirmStrategy #Leadership #PrivateEquity

34 episodes

#Trading #Entrepreneur #Business #Whitman Transition Advisors #Private Equity #MBA