All content for Everything CPA and Private Equity with Phil Whitman and David Wolfskehl is the property of Whitman Transition Advisors and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ep 25: What Happens When You Build a Firm Around People, Not Just Profit
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
17 minutes 6 seconds
5 months ago
Ep 25: What Happens When You Build a Firm Around People, Not Just Profit
Can you grow fast, stay independent, and still put your people first?
In this episode of Everything CPA & Private Equity, Ron Weiner shares how his firm scaled from 20 to 80+ team members while staying true to its values—no shortcuts, no compromises. From turning down private equity to implementing an ESOP, Ron walks through the real-life decisions that shaped one of the most profitable, people-centered firms in the industry.
In this episode, you will be able to:
Learn how firm culture drives both retention and profitability
Explore why Perelson Weiner LLP chose an ESOP—and how it’s evolving
Hear how the wrong growth strategy can damage client trust
Get leadership insights from someone who’s scaled multiple firms
Understand how to stay independent in a consolidating industry
This one’s for firm leaders who believe strong values lead to strong returns. Listen now.
#EverythingCPAandPE #FirmLeadership #PeopleFirst #GrowthWithoutSellingOut #ESOPStrategy
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
