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Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
33 minutes 4 seconds
4 months ago
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
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
