Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal
Summary In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a...
Not Being An ‘Order Taker’ and Ditching $250/$300 Clients w/ Shannon Weinstein
Podcast Summary In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for...
From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping...
The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and...
Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin
Podcast Summary In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing...
Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of...
