Artwork
iconShare
 
Manage episode 487098289 series 3620694
Content provided by Whitman Transition Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whitman Transition Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

What happens when a firm chooses legacy, culture, and long-term growth over flashy headlines and fast exits?

In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with Noah Beery, Head of Corporate Development at Platform Accounting, to uncover how a quiet, boutique-focused strategy led to 50+ acquisitions and lasting success.

In this episode, you will be able to:

  • Discover the powerful founding story behind Platform Accounting and its values-driven approach

  • Understand how family office capital supports sustainable, long-term strategy

  • Learn why they don’t operate under one brand—and how this preserves firm culture

  • Explore their personalized, non-cookie-cutter integration model post-acquisition

  • Hear why execution—not more ideas—is the real difference-maker in firm growth

Tune in to the full episode!

#CPAfirmSuccess #PrivateEquity #AccountingMergers #StrategicGrowth #EverythingCPAandPE #Podcast

  continue reading

36 episodes