Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman
Are CPA firms clinging too tightly to being “fiercely independent”?
In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with former Baker Tilly CEO Alan Whitman to unpack what it really takes to scale in today’s profession.
In this episode, you…
Alan Whitman: From Silos to Synergy - Rebuild Culture on 'Progress,' Not Change | The Disruptors
Language, collaboration, and leadership training turned competition into cohesion.The DisruptorsWith Liz FarrWhen Alan Whitman became Baker Tilly's CEO, he was caught between two warring camps. On one side were the legacy partners who had built the organization and “wanted to continue doing things …
Episode 567 - Break the Mold - Second interview with Alan Whitman
Ron and Ed welcome back Alan Whitman, former CEO of Baker Tilly and author of the new book Break the Mold. In his second visit to The Soul of Enterprise, we will talk about this book and the mold around the CPA profession. The mold is made up of the common conventions and the long-time operating pr…
Reimagine Growth for Your Firm
Alan Whitman, former CEO of Baker Tilly, returns on Episode 242 of The Unique CPA to share the hard-won insights behind his new book, Break the Mold: How to Achieve Transformational Change, Scale and Grow Simultaneously. In a candid conversation with Randy Crabtree, Alan unpacks the real challenges…
Season 88, Episode 1053: 2025 NYE Lollapalooza Episode 6: Fearless, Alignment, and Breaking the Mold
Episode 6 of the New Year’s Eve Lollapalooza is a collision of high standards and real humanity—where big goals meet even bigger intention.
Jay Doran and co-host Mike “Mike Drop” Calhoun welcome a powerhouse lineup: Chris Vester, Maria Quattrone, Alan Whitman, Mike Modica, Matt McHale, with Jim Sab…
Break the Mold in Action: Alan Whitman Leads a New Multidisciplinary Firm
In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, new CEO of Nichols Cauley, and author of Break the Mold: How to Achieve Transformational Change, Scale, and Growth Simultaneously. Discover how Alan led Baker Tilly through 3x revenue growth and over 20 acquisit…
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.By Rory Henry CFP®, BFA™For CPA TrendlinesFull show notes hereWhen CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of…
The Brains Behind Baker Tilly’s Breakout with CEO at Nichols Cauley, Alan Whitman - Episode 34
Did you know what career you’d be in when you were in 9th grade?
Alan Whitman did. He’s a dreamer who challenges convention. He’ll embark on a mission to make things happen, even when the path can’t be seen.
He spent nearly 8 years at Baker Tilly’s CEO, transforming it into a global advisory powerh…
Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
And why culture matters more than ever.Full show notes here Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesSponsored by The True Advisor: Buy now | Learn moreAlan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.At Nichols Cauley, the former Baker Tilly CEO is reca…
Becoming greater than the sum of your parts
Alan Whitman, CEO of Nichols Cauley and past head of Baker Tilly, looks at the factors that inform the way firms will grow in the future, and the strategies that will support them.
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