How can minority investments transform CPA firms—and what role does Bitcoin play in the future of finance?

In this episode of Everything CPA and Private Equity, Mike Williams, Managing Partner of Truvestments, shares how his team is helping CPA firms scale, retain control, and lead clients into the next generation of financial strategy.

In this episode, you’ll be able to:

• Understand how minority investments offer cash infusion without loss of control

• Learn why EBAC may be more valuable than EBITDA when it comes to firm valuation

• See how CPAs can integrate wealth management to deepen client relationships

• Explore the growing relevance of Bitcoin and digital assets in long-term planning

• Hear how future-focused firms are preparing for the digitization of finance

Listen now and explore how your firm can lead in the next era of opportunity!

#CPALeadership #WealthManagement #PrivateEquity #DigitalAssets #FutureOfFinance

What happens when a CPA sees the gap—and decides to build the solution?

In this episode of Everything CPA and Private Equity, Josh Funk, Chief Development Officer at Crete Professionals Alliance, shares how his journey from firm owner to PE-backed leader is transforming how CPA firms grow, scale, and lead in today’s market.

In this episode, you will be able to:

• Learn how Josh took Crete PA from zero to 21 firm partnerships and $300M+ in revenue

• Understand the power of local-level rollover equity—and why it benefits high-performing firms

• Explore how Crete helps partner firms scale by taking admin, compliance, and tech off their plate

• Hear how one $20M firm grew to $45M in less than three years through organic and inorganic growth

• Get insights into how Thrive Capital and Crete are building a tech-enabled, people-first future for the profession

Listen now to hear how Josh Funk and Crete PA are rewriting the CPA-PE playbook!

#FirmGrowth #PrivateEquity #CPALeadership #CretePA #EverythingCPAandPE

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