Alan Whitman: Breaking the Mold with PE Backing

What this episode covers

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.By Rory Henry CFP®, BFA™For CPA TrendlinesFull show notes hereWhen CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale.MORE Rory Henry and The Holistic Guide to Wealth Management | Holistic Guide to Wealth Management

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Frequently Asked Questions

How long is this episode of CPA Trendlines Podcasts?

This episode is 38 minutes long.

When was this CPA Trendlines Podcasts episode published?

This episode was published on February 16, 2026.

What is this episode about?

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.By Rory Henry CFP®, BFA™For CPA TrendlinesFull show notes hereWhen CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.But Alan...

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Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.