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