EPISODE · Oct 24, 2025 · 37 MIN
Jeff Call and John Geraci: Future-Proofing Without P.E. | Gear Up For Growth
from CPA Trendlines Podcasts · host CPA Trendlines
Reserves, credit lines, and leadership pipelines fuel expansionGear Up for GrowthWith Jean CaragherFor CPA Trendlines“Fiercely independent isn’t a strategy, it’s a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth | More CPA Trendlines videos and podcasts here Geraci and Jeff Call, managing partner of Bennett Thrasher, were guests on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. As private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator.
What this episode covers
Reserves, credit lines, and leadership pipelines fuel expansionGear Up for GrowthWith Jean CaragherFor CPA Trendlines“Fiercely independent isn’t a strategy, it’s a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth | More CPA Trendlines videos and podcasts hereGeraci and Jeff Call, managing partner of Bennett Thrasher, were guests on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. As private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator.
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Jeff Call and John Geraci: Future-Proofing Without P.E. | Gear Up For Growth
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