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Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.

By Rory Henry CFP®, BFA™
For CPA Trendlines
Full show notes here

When CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.

But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale.

MORE Rory Henry and The Holistic Guide to Wealth Management | Holistic Guide to Wealth Management

47:T65f,

Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide