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Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms episode artwork

EPISODE · Jun 26, 2025 · 33 MIN

Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms

from Everything CPA and Private Equity with Phil Whitman and David Wolfskehl · host Whitman Transition Advisors

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

What this episode covers

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

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Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms

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Frequently Asked Questions

How long is this episode of Everything CPA and Private Equity with Phil Whitman and David Wolfskehl?

This episode is 33 minutes long.

When was this Everything CPA and Private Equity with Phil Whitman and David Wolfskehl episode published?

This episode was published on June 26, 2025.

What is this episode about?

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...

Can I download this Everything CPA and Private Equity with Phil Whitman and David Wolfskehl episode?

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