Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms

What happens when a firm chooses legacy, culture, and long-term
growth over flashy headlines and fast exits?


 


In this episode of Everything CPA and Private Equity, David
Wolfskehl sits down with Noah Beery, Head of Corporate
Development at Platform Accounting, to uncover how a quiet,
boutique-focused strategy led to 50+ acquisitions and lasting
success.


 


In this episode, you will be able to:




Discover the powerful founding story behind Platform
Accounting and its values-driven approach




Understand how family office capital supports sustainable,
long-term strategy




Learn why they don’t operate under one brand—and how this
preserves firm culture




Explore their personalized, non-cookie-cutter integration
model post-acquisition




Hear why execution—not more ideas—is the real
difference-maker in firm growth




 


Tune in to the full episode!


 


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