Ep 46: Inside Crete's $500 Million CPA Firm Growth with Josh Funk

Are you evaluating your firm’s future but unsure which growth and ownership model is right for you?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Josh Funk of Crete Professionals Alliance to discuss a different approach to CPA firm growth, ownership, and partnership.   In this episode, you will be able to: • Understand the difference between partner equity and traditional private equity models. • Learn how CPA firms can maintain entrepreneurial independence while accessing additional resources. • Discover how local ownership and culture can be preserved during growth. • Explore how technology partnerships are helping firms prepare for the future. • Gain insights into the opportunities and challenges shaping the next generation of CPA firms.   Listen now to hear Josh’s perspective on the evolving CPA landscape and what it means for firm leaders planning for growth, succession, and long-term value!   #EverythingCPAandPE #CPAFirms #PrivateEquity #PartnerEquity #AccountingIndustry