What if private equity could transform accounting firms without sacrificing their independence? David Wurtzbacher, founder of Ascend, shares how his "anti-rollup" model allows firms to maintain their identities while accessing enterprise-level resources. Discover why transitioning firm leaders from client work to true CEO roles unlocks explosive growth, and how employee equity ownership creates alignment across organizations. With CPAs needing to be 2.7 times more productive by 2035, David reveals practical strategies for talent acquisition, business development, and technology that are helping mid-sized firms not just survive but thrive in an increasingly complex profession.
Chapters
- (01:07) - Understanding Ascend's Vision
- (01:59) - Challenges in Public Accounting
- (08:24) - Lessons from the Dental Industry
- (17:13) - Ascend's Approach to Firm Integration
- (17:53) - Leadership and Culture in Accounting Firms
- (24:02) - Case Study: Transforming Firm Leadership
- (27:45) - Overcoming Overwhelm: Delegating Client Relationships
- (28:36) - The Importance of Carving Out Thinking Time
- (29:20) - Focusing on One Thing at a Time
- (29:53) - Talent Strategy and Acquisition Challenges
- (31:10) - Building an Irresistible Offer for Candidates
- (34:13) - Equity and Ownership in Ascend
- (37:17) - Business Development and Marketing Strategies
- (45:13) - The Role of Technology and AI in Accounting
- (50:36) - Conclusion and Contact Information
https://earmarkcpe.com
https://earmark.app/
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, David Wurtzbacher
LinkedIn: https://www.linkedin.com/in/davidwurtzbacher/
Learn more about Ascend
Website: https://www.ascendtogether.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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