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Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
23 minutes 15 seconds
5 months ago
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!
#CPAfirmSuccess #PrivateEquity #AccountingMergers #StrategicGrowth #EverythingCPAandPE #Podcast
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
