WHY TOP 100 FIRM TAX PARTNERS ARE DONE - Episode 22

Are you a CPA tax partner at a top 100 firm feeling burned out, underpaid, or stuck with no control over your book of business?In this episode of The Nexus Point, Geoff Bruskin and Rich Romero break down why large firm tax partners are the most disillusioned professionals in public accounting right now, and what your real options look like in 2026.If you're a big firm tax partner running a $1M, $2M, or $3M+ book of business, this episode will show you what the market actually thinks you're worth.Topics covered:Top signs a large firm tax partner is ready to make a moveWhy golden handcuffs, infrastructure, and client retention fears are weaker than you thinkHow to merge a tax book of business into an existing wealth management firmThe step-by-step math behind launching an affiliated RIA as a CPA partnerHow to structure a CPA and RIA partnership with minority ownership and alternative practice structuresWhy tax partner compensation at large firms is severely undervalued compared to independent and integrated platformsThe fear vs. satisfaction framework for deciding when to leave a big firmWhether you're considering going independent, joining a smaller CPA firm, partnering with a private equity backed platform, or integrating your tax practice into a wealth management firm, this episode gives you the blueprint.Hosted by Rich Romero and Geoff Bruskin, Managing Partner of White Tiger Connections, a leading M&A advisory and recruiting firm specializing in CPA firms and RIA wealth management practices.Connect with Geoff Bruskin: [email protected] Tiger Connections: whitetigerconnections.com00:00 Welcome to Nexus Point00:25 Who This Episode Is For00:48 Signs You're Ready to Leave a Large Firm02:28 What's Holding Big Firm Tax Partners Back05:09 Myths About Leaving and Better Moves06:34 Tax as the Quarterback of Integrated Services09:13 How to Merge a Tax Book Into a Wealth Firm09:48 Blueprint for Your Next Step as a CPA Partner11:52 Starting Your Own RIA as a Tax Partner13:02 RIA Ownership Structure and Revenue Math16:51 One Move CPA Partners Should Make Before Year End18:50 Wrap Up and Call to Action