Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms

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