What happens when a firm chooses legacy, culture, and long-term growth over flashy headlines and fast exits?
In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with Noah Beery, Head of Corporate Development at Platform Accounting, to uncover how a quiet, boutique-focused strategy led to 50+ acquisitions and lasting success.
In this episode, you will be able to:
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Discover the powerful founding story behind Platform Accounting and its values-driven approach
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Understand how family office capital supports sustainable, long-term strategy
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Learn why they don’t operate under one brand—and how this preserves firm culture
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Explore their personalized, non-cookie-cutter integration model post-acquisition
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Hear why execution—not more ideas—is the real difference-maker in firm growth
Tune in to the full episode!
#CPAfirmSuccess #PrivateEquity #AccountingMergers #StrategicGrowth #EverythingCPAandPE #Podcast
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