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

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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 ...


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Can you run a thriving, hyper-local accounting practice while living in Mexico for four months of the year? Most accounting firm owners and managing partners assume that running a local firm requires being chained to a brick-and-mortar office—especially during busy seasons.

In this episode of Growing Your Firm, host David Cristello sits down with Nancy McClelland, CPA ...


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Are you running an accounting practice that can survive independent of your personal production, or are your key successors already looking for the nearest exit? In this episode of Growing Your Firm, host David Cristello sits down with Ira Rosenbloom, CEO of Optimum Strategies, known across the industry as the "Merger and Profitability Optimizer."

With over 25 years of...


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Whether you're a CPA starting a firm, an operations manager, or a managing partner looking at succession options, understanding what actually drives firm valuation in today's intense M&A market is critical.

In this episode of Growing Your Firm, host David Cristello sits down with Mike Payne, a veteran M&A consultant who has spent nearly two decades facilitating...


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Can you run a hyper-profitable tax and advisory firm while heavily restricting your personal work hours? Most accounting firm owners and managing partners assume that scaling past six figures requires sacrificing their personal life to the grind.

In this episode of Growing Your Firm, host David Cristello sits down with Yuri Kapilovich, Managing Partner of Kapi...


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