About this episode
Alan Whitman, former CEO of Baker Tilly, returns on Episode 242 of The Unique CPA to share the hard-won insights behind his new book, Break the Mold: How to Achieve Transformational Change, Scale and Grow Simultaneously. In a candid conversation with Randy Crabtree, Alan unpacks the real challenges of leading a firm through rapid growth and cultural reinvention, where trust and transparency mean everything and can ultimately make or break a vision. He reveals why strategy must be more than a buzzword, and how shifting from vertical silos to a unified, horizontal organization unlocks potential. "Cross-selling" is such a limiting concept, and Alan stresses that delivering true client value is what firms need to be focusing on. His stories, from tough retirement plan decisions to building engines for organic growth, offer a rare, practical roadmap for leaders ready to reimagine what's possible in the accounting profession.
Get the full show notes and more resources at TheUniqueCPA.com
Get every episode summarized
Each time The Unique CPA publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Unique CPA
From Burnout to Balance: How Firms Can Thrive with Erin Daiber
The Unique CPA
Turning More Time into Top Line Growth with Cosmin Nicolaescu
The Unique CPA
Giving Accountants Their Time Back with Cosmin Nicolaescu
The Unique CPA
Growth Almost Broke the Firm: Right-Sizing and More with Chad Davis
The Unique CPA