How Firms Are Reaching 7x EBITDA episode artwork

EPISODE · Aug 16, 2026 · 39 MIN

How Firms Are Reaching 7x EBITDA

from Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Is your accounting practice built to scale—or positioned for a high-multiple exit? In this episode of Growing Your Firm, host David Cristello welcomes back Geoff Bruskin, founder and CEO of White Tiger Connections. Geoff pulls back the curtain on the current "white-hot" public accounting M&A market in 2026. From the rise of Fractional COO engagements to 7x+ EBITDA multiples, Jeff breaks down what buyers are looking for and why private equity (PE) plays fail 40% of the time when they ignore the human element of change management. Whether you're an Operations Manager looking to optimize workflow, a Managing Partner eyeing a future exit, or a CPA starting a firm, this episode is packed with real-world deal structures, go-to-market strategies, and tech implementation blueprints. In this episode, we explore: The Fractional COO Model: Why $1M to $20M accounting firms are hiring fractional executive leaders to build infrastructure for scale rather than overpaying for full-time roles. Inside a 7.4x EBITDA Deal: A deep dive into a $2.7M remote, subscription-based micro-platform firm asking $8M. The PE Spectrum (Successes vs. Failures): Why 30–40% of private equity acquisitions fail due to aggressive price hikes, poor software adoption, and staff turnover. The "Solutions Architect" Role: Why every growing practice needs an internal champion to bridge systems like CCH, TaxDome, Carbon, and CRM tools. Offensive vs. Defensive Strategy: How cross-selling Client Advisory Services (CAS) and wealth management can multiply your firm's enterprise value. Agentic AI & Claude CoWork: How modern leaders use AI agents to automate IT mapping, proposal scoping, and client deliverables. Key Deal Benchmarks Mentioned: Average Deal Multiple: 4x to 6x Adjusted EBITDA for traditional practices. Micro-Platform Multiples: Up to 7.4x+ for firms with 100% subscription models and balanced CAS/Tax integration. Solutions Architect Compensation: $60k to $150k annually (domestic or offshore) to eliminate technology friction. Featured Guest: Geoff Bruskin   Take control of your practice: Optimize your workflow with Jetpack Workflow: https://bit.ly/4bj4a0H 🚀 Sign up for a 14-day free trial to Jetpack Workflow! https://app2.jetpackworkflow.com/auth/login 🚀   Stay Connected: Subscribe for bi-weekly stories from firm owners and modern accounting strategies.   👋 Say hi on social   Facebook: https://www.facebook.com/jetpackworkflow  LinkedIn: https://www.linkedin.com/company/jetpackworkflow  Twitter: https://x.com/jetpackworkflow  Instagram: https://www.instagram.com/jetpack_workflow/#    🎙 Listen to Growing Your Firm Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/growing-your-firm-strategies-for-accountants-cpas-bookkeepers/id923004172 Spotify: https://open.spotify.com/show/6MauXYaHFyS0rlb6L3Qb1U Stitcher: https://www.stitcher.com/podcast/jetpack-workflow/growing-your-firm   #accounting #accountingfirm #firmgrowth #accountingworkflow  

Episode metadata supplied by the publisher feed · Published Aug 16, 2026

Embed this episode

Ready to play

How Firms Are Reaching 7x EBITDA

0:00 39:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals?

This episode is 39 minutes long.

When was this Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals episode published?

This episode was published on August 16, 2026.

Can I download this Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!