Passing the Torch

By Joe Licciardi

Conversations for CPA and wealth management practice owners navigating growth, partnership, and transition — with the people who've built, bought, and advised on these practices firsthand.... more

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FAQs about Passing the Torch:

How many episodes does Passing the Torch have?

The podcast currently has 2 episodes available.

Passing the Torch episodes:

September 22, 2026 Deal by Deal: How Private Equity Took Over Accounting in Five Years with Joe Licciardi
Discover how Joe Licciardi traces private equity's five-year takeover of the accounting profession deal by deal, helping practice owners understand the alternative practice structure, see how valuations have re-rated, and weigh their own options as the wave moves down-market.
...more
30min
September 09, 2026 The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi
Discover how Joe Licciardi unpacks the private equity wave reshaping CPA and wealth management, helping practice owners understand the roll-up strategy behind it, see where industry valuations are headed, and start planning their own growth or transition.
...more
21min

FAQs about Passing the Torch:

How many episodes does Passing the Torch have?

The podcast currently has 2 episodes available.