The Nexus Point Podcast

Accounting firm valuation is changing fast. In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin break down gross revenue multiples vs adjusted EBITDA multiples and how private equity is reshaping deals.Learn how buyers adjust EBITDA, why owner compensation matters, and how deal structure impacts your final valuation. If you are buying, selling, or scaling a CPA firm, this is essential to avoid leaving money on the table in today’s market.

Accounting firm valuation is changing fast. In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin break down gross revenue multiples vs adjusted EBITDA multiples and how private equity is reshaping deals.Learn how buyers adjust EBITDA, why owner compensation matters, and how deal structure impacts your final valuation. If you are buying, selling, or scaling a CPA firm, this is essential to avoid leaving money on the table in today’s market.

Out-of-the-Box Tax Software (April, Wealth.com): What’s Driving the Buzz and the Hidden RisksAre tools like April and Wealth.com the future of tax for wealth managers and CPA firms?In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin break down the rise of AI tax software and plug and play tax solutions for financial advisors and accounting firms. Learn why more RIAs and wealth management firms are trying to integrate tax services and the real challenges behind building, buying, or partnering with CPA firms.They explore how these tools work, which client segments benefit most, and why the mass affluent to high net worth market is the hardest to serve efficiently. You will also learn the limitations of automation, why client relationships still matter, and how to safely test tax software before fully adopting it.This episode is ideal for CPA firm owners, financial advisors, RIAs, and accounting professionals looking to improve tax services, scale operations, and stay competitive.Topics covered00:00 Welcome to Nexus Point00:19 Out of the box tax tools explained01:17 Why wealth firms want tax integration02:07 Build vs buy vs partner challenges03:43 How April and Wealth.com work04:33 Best client segments for tax software06:55 Limits of AI and importance of relationships09:48 How to adopt tax tools safely11:19 Wrap upThe Nexus Point Podcast covers accounting firm growth, CPA firm strategy, wealth management, AI in accounting, and the future of professional services.

What is a fractional family office and how can accounting firms, RIAs, and advisors use it to deliver better client outcomes?In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin break down the triangle framework, a model that integrates tax planning, wealth management, and estate planning to create a modern advisory firm.They explain the difference between traditional family offices and fractional family office services, and how firms are adapting this model for clients with $1M to $250M net worth. You will learn why integration across financial services is critical, the challenges firms face when executing it, and how to build a more scalable and competitive firm.This episode is ideal for CPA firm owners, financial advisors, RIAs, and accounting professionals looking to expand services, improve client retention, and grow their firm.Topics covered00:00 Welcome and setup00:21 Triangle framework overview01:07 Family office vs fractional model03:08 Execution challenges in advisory firms04:31 Why tax, wealth, and estate integration matters09:35 RIA as the lead advisor12:05 Building a fractional family office15:51 Avoiding M&A mistakes17:15 CPA firms launching wealth management19:54 Wrap up

Why Accounting Firms Must Practice What They Preach | SOPs, Leadership, and Scalable GrowthWhy do so many accounting firms struggle to apply the same systems and financial discipline they provide to clients?In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin break down common challenges inside small accounting firms and CPA firms, including messy books, lack of standard operating procedures, and weak internal processes.They explain how poor internal organization can impact client trust, accounting firm growth, and long term scalability, and why many firms hit a ceiling without strong leadership and clear workflows.You will learn how to improve accounting firm operations, build better SOPs, develop leadership, and scale your firm beyond the managing partner. This episode is ideal for CPA firm owners, small accounting firm leaders, and professionals in public accounting looking to grow sustainably.Topics covered00:00 Welcome to Nexus Point00:23 Why accounting firms ignore their own advice02:14 Client trust and internal chaos03:53 Building better SOPs in accounting firms04:56 Team alignment and shared understanding06:04 Hiring beyond geography and building leadership07:29 Scaling an accounting firm through culture and trust08:39 Wrap up and next episodeThe Nexus Point Podcast covers accounting firm growth, CPA firm leadership, talent, and the future of professional services.#AccountingFirms #CPAFirm #AccountingPodcast #FirmGrowth #AccountingLeadership

What does culture really mean inside an accounting firm and why does it matter for the future of the industry?In this episode of The Nexus Point Podcast, Rich Romero and Geoff Bruskin, founder of White Tiger Connections, discuss the real impact of culture in accounting firms and professional services. They explore how leadership, incentives, and values shape firm culture and influence talent retention, team performance, and client relationships.If you are a CPA firm owner, accounting partner, or professional services leader, this conversation breaks down why culture is often misunderstood and how it can affect the long term success of your firm.Topics discussed• What culture actually means in accounting firms• Why culture is often overused and misunderstood• How leadership shapes firm culture• The connection between culture, talent, and firm performance• Why culture matters for the next generation of accounting firmsThe Nexus Point Podcast explores the biggest trends shaping accounting and professional services including talent shortages, leadership, technology, and firm growth.#AccountingFirms #CPAFirm #AccountingPodcast #ProfessionalServices #FirmLeadership

Rich Romero and Geoff Bruskin of White Tiger Connections break down the major forces transforming accounting and financial services firms through the 2030s: severe talent shortage, rapid technology disruption (including AI and automation), and aggressive M&A consolidation (vertical and horizontal, especially with private equity and wealth management integrations).Geoff outlines the "predator vs. prey" mindset for CPA firm owners: either build durable, market-leading infrastructure to become long-term acquirers, or strategically position for a high-multiple exit in 2-5 years. Discover how integrating services like tax compliance + wealth management makes firms more attractive to buyers, boosts client outcomes, and drives higher valuations.Key topics:Why remote talent strategies and a modern tech stack (project management, automation, CRM, billing, AI readiness) separate winning firms from those squeezed by competition.The risks of maintaining the status quo: It won't make you obsolete overnight, but it erodes CPA firm valuation and deal quality at exit.Future of multiples: How technology-powered service delivery and trust-based advisory will push professional services valuations higher amid ongoing accounting talent crisis and private equity interest.Timestamps:00:00 – Welcome to Nexus Point Podcast00:32 – The 2030s Outlook: Consolidation, Tech Disruption & Talent Scarcity01:23 – 3 Forces Shaping Accounting Firms: Talent, Technology & M&A03:23 – Predator vs Prey: Build to Exit or Build to Dominate?07:18 – True Market Players: Attraction Over Aggression08:25 – Horizontal Integration Wins: Tax + Wealth Management for Better Deals11:18 – Building Durable Firms: Remote Talent + Modern Tech Stack15:36 – Status Quo Risks: Lower Valuations & Weaker Exits20:06 – Where Private Equity & Tech Multiples Head Next23:27 – Wrap-Up: Intentionality, Adaptability & Next Episode TeaseIf you're a CPA firm owner, accounting professional, or exploring accounting firm mergers, private equity acquisitions, selling your CPA practice, or growth strategies amid the accounting talent shortage and AI disruption—this episode delivers actionable insights for 2026 and beyond.Subscribe for more on CPA firm M&A trends, wealth management mergers, accounting tech, and exit planning. #AccountingFirmMA #CPAFirm #PrivateEquity #TalentShortage #AIinAccounting #MergersAndAcquisitions #WealthManagement #2030Trends

Selling Your Accounting Firm? CPA M&A Expert Geoff Bruskin on the Nexus PointHosts Rich Romero and Geoff Bruskin explore why accounting firms, wealth management practices, and professional services are hitting a critical decision point right now. Whether you're buying an accounting firm, selling your CPA practice, or building a comprehensive financial services platform—this is your moment.Geoff defines the "Nexus Point" as the intersection between accounting firms, wealth management, and estate planning services. AI automation and post-COVID remote work are reshaping CPA firm valuations and M&A strategies.The biggest crossroads? Deciding whether to buy or sell within a 3-5 year window. Financial advisors, CPAs, and estate planners are building integrated fractional family offices, creating unprecedented opportunities for growth.Succession planning challenges and talent gaps remain the primary valuation killers. Geoff explains what happens when you ignore these critical moments, your CPA practice could become unsellable.White Tiger Connections uses M&A advisory, accounting firm recruiting, and strategic consulting to help firms maximize value and navigate transitions successfully.Key Episode Moments:00:00 – Introduction to the Nexus Point Podcast00:30 – Defining the Nexus Point in professional services02:42 – AI & Post-COVID disruption in accounting firm M&A06:07 – The biggest crossroads: Buy or sell your CPA practice?07:39 – Building fractional family offices10:50 – Why change management is challenging14:04 – Risks of ignoring succession planning16:19 – White Tiger's three-pillar approach21:12 – Viewing the nexus point as opportunity🔗 Visit whitetigerconnections.com for consulting on CPA firm M&A, succession planning, and strategic growth.#AccountingFirmMA #SellCPAFirm #CPASuccession #AccountingFirmValuation #WealthManagementCPA

Discover how technology, AI, and remote work are shaping the future of accounting firms.The Future of Accounting is here. In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin explore how technology, AI, and remote work are transforming modern accounting firms and CPA practices.As the accounting profession faces a growing talent crisis, tech-enabled accounting firms are pulling ahead by adopting automation, cloud technology, and remote staffing models. This conversation breaks down how AI in accounting, workflow automation, and scalable tech stacks are helping firms increase capacity, margins, and operational efficiency—without sacrificing client service.You’ll learn:Why technology adoption is now essential for accounting firmsHow AI and automation are reshaping CPA firm operationsHow remote work and remote staffing solve the accounting talent shortageHow tech-enabled firms improve scalability, work-life balance, and profitabilityHow technology impacts accounting firm valuation and future liquidity eventsWhether you’re running a CPA firm, scaling an accounting practice, or preparing for a future exit, this episode provides practical insight into building a future-ready, tech-driven accounting firm.00:00 Introduction to The Nexus Point Podcast00:32 The Tech Wave Transforming Accounting Firms04:59 AI Automation & Cross-Selling Opportunities in Accounting08:48 Remote Work for Accounting Firms Explained14:41 How to Evaluate Technology for CPA Firms17:37 Final Thoughts on the Future of Accounting

In this episode of The Nexus Point Podcast, Rich sits down with Geoff Bruskin, Managing Partner & CEO of White Tiger Connections, to explore what CPA firm owners should be doing 2–7 years before an exit.From succession planning and modernizing technology to hiring remote talent and expanding service lines, Geoff breaks down the three pillars that drive enterprise value and buyer demand. The conversation dives deep into the human side of M&A, preserving firm culture, protecting staff and client relationships, and navigating change with integrity and intentionality.You’ll learn:The first moves every firm owner should make when planning an exitHow technology and remote work increase valuation and buyer interestWhy service model expansion can unlock better multiples and deal structuresHow to modernize without losing your firm’s identityWhat happens if you do nothing — and why intentional planning mattersHow advisors help balance financial outcomes with people, culture, and continuityIf you’re a CPA firm owner thinking about succession, exit planning, or long-term growth, this episode offers a clear roadmap to protect what you’ve built and maximize your future.#SuccessionPlanning #ExitPlanning #CPAFirms #AccountingM&A #PracticeManagement #FirmValuation #PrivateEquity #TheNexusPointPodcast

Navigating Integration in Wealth Management with Geoff Bruskin of White Tiger ConnectionsIn this episode of the Nexus Point Podcast, host Rich interviews Geoff Bruskin, Managing Partner and CEO of White Tiger Connections. They discuss the complex and often confusing topic of integration in wealth management firms, especially as it pertains to adding tax and accounting services. The discussion covers various options such as buying an accounting firm, building one from within, engaging in joint ventures, and mergers. They delve into the unique challenges faced by broker-dealers, RIAs, and other firm structures, and the strategic approaches needed for successful integration. Geoff shares valuable insights on building internal CPA functionalities, the difficulties in finding competent CPA firms for acquisition, and the nuanced role of business brokers and consultants like White Tiger Connections in facilitating these integrations. The episode emphasizes the importance of intentional growth and strategic planning for firms looking to enhance their service offerings.00:00 Introduction and Guest Introduction00:21 Understanding Integration in Wealth Management01:01 Options for Integration: Buy, Build, Merge, or Joint Venture02:20 Challenges and Strategies for Broker Dealers03:38 Building CPA Capabilities: Internal vs. External06:52 The Complexity of Joint Ventures08:52 Strategic Considerations for Wealth Management Firms13:14 Alternative Integration Models18:54 Role of White Tiger Connections24:46 Conclusion and Final Thoughts

Why Wealth Management Firms Are Eyeing CPA Practices: Insights on Private Equity and RiskIn this episode of the Nexus Point Podcast, host Rich and Geoff Bruskin, managing partner and CEO of White Tiger Connections, dive into the hot topic of wealth management firms and private equity interest in CPA firms. They explore the historical reasons why wealth management firms seek partnerships with CPA firms, the current market trends driving these acquisitions, and the risks involved with private equity investments. Geoff also offers strategic insights into how young CPA firm owners can navigate these opportunities, and discusses the feasibility of organic growth versus mergers and acquisitions. Tune in for an in-depth conversation on the complex relationships and evolving dynamics in the financial advisory and accounting sectors.00:00 Introduction and Host Welcome00:40 The Surge of Wealth Management Firms in CPA Acquisitions05:16 Private Equity's Role in CPA Firms10:26 Mergers and Joint Ventures: Opportunities and Challenges13:46 Organic Growth vs. M&A in Wealth Management18:27 Conclusion and Sign Off

Welcome back to the Nexus Point Podcast 🎙️In this episode, host Rich sits down with Geoff Bruskin, CEO and Managing Partner of White Tiger Connections, to tackle a question that weighs heavily on many accounting professionals, especially every March while staring down a mountain of 1040s:“How do I retire from this without breaking everything?”If you’re a 1040-heavy firm owner, or you want to be someday, this conversation is for you.What we cover in this episode:Why 1040-driven practices are often harder to sell, and why they’re not unsellableThe realities of 100% seller-financed transitionsHow owner dependency, pricing, and outdated workflows impact firm valueWhy mindset is the biggest barrier to a successful exitHow technology, staffing models, and pricing resets can reopen your futureWays to exit gracefully, get paid fairly, and keep clients happyJeff breaks down why seller financing, while not ideal, can sometimes be the best path forward, and how firm owners can still retire feeling fulfilled rather than burned out or forced to “turn off the lights.”Whether you’re actively thinking about retirement, casually seller-curious, or just trying to build a better firm for the future, this episode offers honest insights and practical perspective from someone deep in the accounting M&A space.👉 Listen in and learn how to exit on your terms, without leaving chaos behind.Thanks for tuning in, and we’ll see you next time on the Nexus Point Podcast.

<!--td {border: 1px solid #cccccc;}br {mso-data-placement:same-cell;}-->What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate planning? Join us on The Nexus Point as Jeff Bruskin sits down with David Snyder, CEO of Harness Wealth, to discuss the platformization of professional services and how his company is reimagining the industry. David shares insights on:The evolution of CPA firms and their integration with wealth management services The role of technology in enhancing efficiency and creating scalable solutions Challenges and opportunities for small- to mid-sized CPA firms in adopting innovative models The future of interconnected services and why community building matters Discover how Harness Wealth uses cutting-edge technology and concierge services to simplify tax processes, power CPA firms, and improve client experiences. 💡 Don’t miss the chance to explore forward-thinking ideas for the future of professional advisory services. Subscribe for more episodes of The Nexus Point! #ProfessionalServices #WealthManagement #CPA #Technology #FutureOfWork

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.

Get ready to nerd out about the latest tech trends rocking the world of public accounting! 🚀 On this week's episode, we sit down with Scott Fleszar , a tech wizard with nearly 30 years of industry experience at Thomson Reuters and SafeSend. Scott spills the beans on how AI, automation, and clever software solutions are reshaping accounting firms—and trust us, it’s not just about crunching numbers anymore.What’s on the agenda?👉 Why disconnected tools are the stone age of accounting (hint: integrated tech is king!).👉 How improving client experience (CX) with slick, easy-to-use tools can set your firm apart.👉 The war for talent and why employee experience (EX) might just be your secret weapon for attracting the best and brightest.👉 A sneak peek into the future of tax prep, bookkeeping, and beyond—all thanks to AI.👉 The rise of private equity and M&A that's turning accounting firms into next-level multi-service juggernauts.Whether you're running a CPA firm or just trying to keep up with the whirlwind of changes in the industry, this episode is packed with insights you don't want to miss. Tune in to learn how to future-proof your firm, keep your clients smiling, and stay ahead of the competition. 🎙️

What if tax research wasn’t a time sink? In this episode, I sit down with the team at Accordance.ai, creators of a multi-agent AI that’s transforming how CPA firms handle complex tax questions. This AI doesn’t just answer—it learns, reasons, fact-checks, and delivers precise, cited results while flagging where deeper analysis might be needed. Managing Partners are calling it “a game changer,” and after seeing it in action, I agree. Tune in to explore how this cutting-edge tech is streamlining workflows, reducing errors, and giving firms an edge in scaling smarter and faster. Don’t miss it.

In this episode of The Nexus Point podcast, host Geoff Bruskin sits down with Marc Howard, founder of Taxplow and Firmlever, to explore the critical inflection points in the accounting industry. They discuss where firms can uncover the greatest opportunities for growth, including leveraging technology, adapting to evolving client expectations, and addressing the talent gap. Marc shares actionable insights and bold strategies for firms aiming to thrive in a rapidly changing landscape.