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Ep 25: What Happens When You Build a Firm Around People, Not Just Profit

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Manage episode 489776080 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.

Can you grow fast, stay independent, and still put your people first?

In this episode of Everything CPA & Private Equity, Ron Weiner shares how his firm scaled from 20 to 80+ team members while staying true to its values—no shortcuts, no compromises. From turning down private equity to implementing an ESOP, Ron walks through the real-life decisions that shaped one of the most profitable, people-centered firms in the industry.

In this episode, you will be able to:

  • Learn how firm culture drives both retention and profitability

  • Explore why Perelson Weiner LLP chose an ESOP—and how it’s evolving

  • Hear how the wrong growth strategy can damage client trust

  • Get leadership insights from someone who’s scaled multiple firms

  • Understand how to stay independent in a consolidating industry

This one’s for firm leaders who believe strong values lead to strong returns. Listen now.

#EverythingCPAandPE #FirmLeadership #PeopleFirst #GrowthWithoutSellingOut #ESOPStrategy

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 489776080 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.

Can you grow fast, stay independent, and still put your people first?

In this episode of Everything CPA & Private Equity, Ron Weiner shares how his firm scaled from 20 to 80+ team members while staying true to its values—no shortcuts, no compromises. From turning down private equity to implementing an ESOP, Ron walks through the real-life decisions that shaped one of the most profitable, people-centered firms in the industry.

In this episode, you will be able to:

  • Learn how firm culture drives both retention and profitability

  • Explore why Perelson Weiner LLP chose an ESOP—and how it’s evolving

  • Hear how the wrong growth strategy can damage client trust

  • Get leadership insights from someone who’s scaled multiple firms

  • Understand how to stay independent in a consolidating industry

This one’s for firm leaders who believe strong values lead to strong returns. Listen now.

#EverythingCPAandPE #FirmLeadership #PeopleFirst #GrowthWithoutSellingOut #ESOPStrategy

  continue reading

25 episodes

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