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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

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36 episodes