Episode #4 - Culture, Intangibles, and Building a CPA Firm Ecosystem

This episode features Noah Beery, Head of Corporate Development at Platform Accounting Group, and unpacks what it takes to build a thriving CPA firm ecosystem. Noah shares how PAG has successfully acquired over 50 firms, the cultural and intangible factors that matter most during evaluations, and what younger firm owners should consider when planning their future. They’ll also discuss the broader vision for PAG's decentralized model and Noah’s personal journey to leading corporate development at a nine-figure PE-backed firm—all before the age of 30. Whether you're a firm owner, a PE professional, or just curious about the evolving CPA space, this episode offers insights you won’t want to miss.