Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman

Are CPA firms clinging too tightly to being “fiercely
independent”?


In this episode of Everything CPA and Private Equity, hosts Phil
Whitman and David Wolfskehl sit down with former Baker Tilly CEO
Alan Whitman to unpack what it really takes to scale in today’s
profession.


 


In this episode, you will be able to:


• Understand why “good enough” thinking holds firms back from
real growth


• Learn how strategy and discipline transform lifestyle firms
into true businesses


• Explore the tension between independence and alignment in firm
governance


• Hear how culture and collaboration drive sustainable scale


• See why breaking old habits is key to staying relevant


 


Listen now to uncover why independence isn’t always strength—and
how strategic alignment positions CPA firms to thrive in a
changing marketplace.


 


#CPA #AccountingFirms #FirmStrategy #Leadership #PrivateEquity