Category: Transition & Retention
A.I, Staffing Challenges, and the Future of the Accounting Industry: Top Podcast Roundup of 2025
You made it through another year. Another busy season, another round of client deadlines, another stretch of wondering if there’s a better way to do this work you care about...
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You’ve spent years developing your next generation of partners, but what happens when they don’t want to lead, can’t secure financing, or simply aren’t the right fit to take over?...
Internal vs. External Succession: Which Path Fits Your Accounting Firm?
For firms in the seven and eight-figure gross revenue range, options for succession are rapidly changing. Traditionally, succession meant transitioning ownership to younger partners inside the firm with extensive buyout...
Grow Your Business Meaningfully with Rob Dube
Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the...
How to Scale Beyond Scrappy: Brannon Poe Talks Firm Growth on Accounting Today
In an episode of On the Air with Accounting Today, Brannon joined editor-in-chief Dan Hood for a candid and insightful conversation about what it really takes for accounting firm owners...
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his...
Brannon Poe Talks Private Equity Interest in Seven to Eight Figure Firms and General M&A on “On the Air with Accounting Today”
I recently had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on his podcast On the Air with Accounting Today to discuss one of the biggest shifts we’re...
How Private Equity Is Reshaping Accounting Firm Management—And How Traditional Firms Can Compete
The accounting profession is undergoing a seismic shift. Private Equity (PE) is making aggressive moves into the space, shaking up firm structures, operations, and valuations. While the infusion of capital...
ACCOUNTANT’S FLIGHT PLAN PODCAST
Tune in to Accountant’s Flight Plan to hear from the best and brightest in the accounting industry on insights that will elevate your practice.
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