Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm. By Rory Henry CFP®, BFA™ For CPA Trendlines Full <a href="https://cpatrendlines.com/2026/02/14/alan-whitman-breaking-the-mold-with-pe-backing-holistic-guide/">show notes here</a> When 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 a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale. MORE <a href="https://cpatrendlines.com/author/rory-henrycpatrendlines-com/">Rory Henry and The Holistic Guide to Wealth Management</a> | <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/">Holistic Guide to Wealth Management </a>

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm. By Rory Henry CFP®, BFA™ For CPA Trendlines Full show notes here When 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 a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale. MORE Rory Henry and The Holistic Guide to Wealth Management | Holistic Guide to Wealth Management

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm. By Rory Henry CFP®, BFA™ For CPA Trendlines Full <a href="https://cpatrendlines.com/2026/02/14/alan-whitman-breaking-the-mold-with-pe-backing-holistic-guide/" rel="noopener noreferrer">show notes here</a> When 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 a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale. MORE <a href="https://cpatrendlines.com/author/rory-henrycpatrendlines-com/" rel="noopener noreferrer">Rory Henry and The Holistic Guide to Wealth Management</a> | <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/" rel="noopener noreferrer">Holistic Guide to Wealth Management </a>

Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.  We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.  We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.  Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/" rel="noopener noreferrer">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.&nbsp; We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.&nbsp; We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.&nbsp; Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.&nbsp;

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