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In Episode 42 of the Big 4 Transparency Podcast, I’m joined by Brant Hansen, co-founder of Hansen Harding, an intermediary firm that works with Private Equity to facilitate deals with accounting firms. In this episode, Brant walks us through the reasoning behind these private equity deals, how PE generates their returns on these deals, and the factors that will most often lead to a deal’s outcomes. We get really into the details on multiples arbitrage, and the firm dynamics that will lead them to selling as well.
Follow Brant:
LinkedIn: https://www.linkedin.com/in/brant-hansen-0ba75a59/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 41 of the Big 4 Transparency Podcast, I’m joined by Michael Hoover, Chief Growth & Strategy Officer at Bennett Thrasher. In this episode, we cover what Bennett Thrasher does differently to remain fiercely independent and entrepreneurial at scale, how that makes them a unique place to work, why so many firms are doing PE deals and the positives and negatives of these deals.
Follow Michael:
LinkedIn: https://www.linkedin.com/in/michaelwhoover/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 40 of the Big 4 Transparency Podcast, I’m joined by Tim Petrey, CEO of HD Growth Partners, a regional accounting firm that was acquired this year by Ascend, a platform for firms backed by PE. Tim shares his journey with the acquisition, what it’s like working with Ascend, and how the acquisition has changed things for his team. Tim also talks about his views on the accounting industry as a whole, and what drove him to start a payroll practice while running his firm as well. We also talk about Tim’s investment in Big 4 Transparency - he recently came on as an investor and shares the thought process that drove his decision.
Follow Tim:
LinkedIn: https://www.linkedin.com/in/petreycpa/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 39 of the Big 4 Transparency Podcast, I am joined by Sharrin Fuller, CEO of Glass Wallet, an advisory group focused on helping firms scale more effectively as well as CEO of Core Financial Pros, an accounting firm focused on the health & wellness sector. In this episode, Sharrin and I discuss where many firm owners get stuck, and some really simple changes to make to your firm and your contracts that can make a world of difference when selling your firm.
Check out our Sponsor, Anchor: https://hubs.la/Q02R2ygD0
Follow Sharrin:
LinkedIn: https://www.linkedin.com/in/sharrinfuller/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 38 of the Big 4 Transparency Podcast, I am joined by Mike Sylvester, Partner at SBS CPA Group, and most recently the founder of the collaboration room, a community for accounting professionals. In the episode, we talk about Mike’s late career pivot into accounting, how he and his wife scaled their firm together, and how they are currently doing their succession planning to retire while setting up their employees for success. We also touch on a few current topics, like the debacle with Intuit’s “Break-up with your tax pro” campaign, and we talk about the launch of the collaboration room.
Follow Mike:
Twitter: https://x.com/MikeSyl36625988
The Collaboration Room: https://thecollaborationroom.circle.so/c/join-now/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 37 of the Big 4 Transparency Podcast, I am joined by Tony Wilson, Founder of Acquip, a virtual CFO firm for digital agencies, and Tax-Minded, a community for professionals in the tax space. In this episode, we discuss how Tony decided his area of specialization and the niche for his firm to focus on. We also cover rotational programs and the type of student jobs that will set you up for success later in your career.
Follow Tony:
LinkedIn: https://www.linkedin.com/in/tony-wilson-cpa/
Tax-Minded: https://docs.google.com/forms/d/e/1FAIpQLSf1M96sKABOxD8telA0HIbnN_5ng2jpP36LKeMFQvFWbAOrag/viewform
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 36 of the Big 4 Transparency Podcast, I am joined by Ben Wann, Owner of CFO Consultants LLC, a firm built up by acquisitions. Ben walks us through how he’s made 3, and maybe soon to be 4 acquisitions in the accounting space over the last 18 months. We also get deep into the details of how he financed these acquisitions, where he found these firms, and how he’s working on integrating them all. We also discuss private equity’s involvement in the space, and how an acquirer can get more out of a firm acquisition by keeping their staff happy.
Follow Ben:
LinkedIn: https://www.linkedin.com/in/ben-wann/
Twitter: https://x.com/BenWann_CMA
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 35 of the Big 4 Transparency Podcast, I am joined by Tal Ben Bassat, CFO and COO at Anchor. Tal has a background as a CPA as well as an attorney working in prosecuting white collar crime. He shares how being educated in both areas gave him the base he needs to be a great generalist in the business world when it comes to finance and operation and how that led him to a COO and CFO position at Anchor.
Check out our Sponsor, Anchor: https://hubs.la/Q02R2ygD0
Follow Tal:
LinkedIn: https://www.linkedin.com/in/talbb/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 34 of the Big 4 Transparency Podcast, I am joined by Blake Oliver, host of the Accounting Podcast, and CEO / Founder of Earmark. In part 2 of this interview, we discuss the new generation of accountants and what people are seeking from their careers, where remote work is falling short, and the flaws in the current firm model.
Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20Piscopo
Follow Blake:
LinkedIn: https://www.linkedin.com/in/blaketoliver/
Twitter: https://x.com/BlakeTOliver
Earmark: https://earmarkcpe.com/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 33 of the Big 4 Transparency Podcast, I am joined by Blake Oliver, host of the Accounting Podcast, and CEO/Founder of Earmark. In part 1 of this interview, we discuss Blake’s early career, transitioning to music all the way to selling his cloud-based accounting firm and how he taught himself how to build the firm along the way. We also dive deep into the topic of processes and the increasingly important role software plays in firm operations.
Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20Piscopo
Follow Blake:
LinkedIn: https://www.linkedin.com/in/blaketoliver/
Twitter: https://x.com/BlakeTOliver
Earmark: https://earmarkcpe.com/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 32 of the Big 4 Transparency Podcast, I am joined by Dean Blachford, an independent tax lawyer specializing in tax disputes in Canada. In this episode, we cover what differentiates tax law, and the different streams within it, Dean’s story of how he launched his own practice, and a story of stepping up to the plate when faced with career adversity. We also talk about the Blachford Tax Law Charity Softball game, an annual event which I believe to be the perfect blend of philanthropy, networking and marketing for Dean’s firm. I think a lot of firms could greatly benefit from similar events, and get more fulfillment from their work by driving community impact through this type of philanthropy.
Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20Piscopo
Follow Dean:
LinkedIn: https://www.linkedin.com/in/dean-blachford-57042a44/
Earn Free CPD with Dean’s Tax Dispute Webinar: https://us06web.zoom.us/webinar/register/WN_WAgD-P3XQx2z3eNLE8svYw#/registration
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 31 of the Big 4 Transparency Podcast, I am joined by Isaac Perdomo, the Co-Founder of Opzer, a company which helps accounting firms improve their workflows and implement tools to automate processes. Isaac shares frameworks on the different applications of AI, the different metrics firms can use to assess the effectiveness of their processes, and where to start if you want to become a pro at automation.
Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20Piscopo
Follow Isaac:
LinkedIn: https://www.linkedin.com/in/isaac-perdomo/
Practice Management Software Benchmarks: https://opzer.co/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 30 of the Big 4 Transparency Podcast, I am joined by Katrina Nacci, a solo practitioner working in cross-border advisory, working out of Germany and Boston. We chat all about her journey to where she is today, the cultural difference of working in Europe versus North America and her views on Private Equity in the accounting space.
Check out our Sponsor, Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=Big4Transparency&referral_partner_name=Dom%20Piscopo
Follow Katrina:
LinkedIn: https://www.linkedin.com/in/katrina-nacci-cpa/
Ebook: www.theinternationalaccountant.com
Get in touch with me
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 29 of the Big 4 Transparency Podcast, I am joined by Jason Blumer, CEO of Thriveal, and of Blumer & Associates. Jason has been a huge inspiration to me in the podcast world, showing how consistency with podcasting can lead to great business outcomes. Jason talks about the need for inspiration as a founder, and how he has become so productive by learning to leverage his time through administrative support.
Follow Jason
LinkedIn: https://www.linkedin.com/in/jasonblumer/
Twitter: https://x.com/JasonMBlumer
Check out deeper weekend: https://thriveal.com/deeper-weekend/
Get in touch with me
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 28 of the Big 4 Transparency Podcast, I am joined by Nick Boscia, Partner at Boscia & Boscia P.C. who shares the stories of taking over his father’s firm with his brother and working toward modernizing the practice in order to support a more balanced lifestyle. Nick goes into detail on the initiatives he undertook to improve the firm operations and the impact of each change which now allow him to live a great lifestyle, incorporating fitness, travel and mindfulness into his life.
Follow Nick
LinkedIn: https://www.linkedin.com/in/nickboscia/
Twitter: https://x.com/BosciaNick
Get in touch with me
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 27 of the Big 4 Transparency Podcast, I am joined by Wade Runge, an exited partner from a small firm that was acquired, and current director at Porte Brown. Wade shares his almost 4 decade journey in public accounting with us, and recounts the stories of becoming a junior party in his late 20s and how that shaped his experience in the industry. Wade also walks us through what it was like selling his firm, and how he’s remained happy as a director at the acquiring firm for 9 years and counting. We discuss the learning curve of becoming a part of a larger firm, and how Wade is learning to leverage his time as part of a member of a larger firm. Finally we discuss some of the magic happening behind the scenes that has helped Porte Brown rank as the best employer in Illinois, and win an award for being a top firm to work for from accounting today.
Follow Wade
LinkedIn: https://www.linkedin.com/in/wade-a-runge-cpa-cva-b1035ab/
Get in touch with me
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In Episode 26 of the Big 4 Transparency Podcast, I am joined by Chad Davis, Co-Founder and Partner at LiveCA LLP. I recently met Chad at Bridging The Gap Conference in Chicago where he was on panels discussing EOS. In this episode, we dive a little deeper into his experience implementing EOS at his firm, how that changed his experience working there and where the firm is today after the implementation. We also discuss automation as Chad has had great success with improving operational efficiency through simple automations which may be more within reach than you think. Finally, we discuss Chad’s latest project, automationtown - a community where you can learn and become better at automating elements of your work. Be sure to check it out once it goes live.
Follow Chad
LinkedIn: https://www.linkedin.com/in/chaddavis1/
Twitter: https://x.com/chaddavis
Automationtown: https://automationtown.io
Get in touch with me
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In this episode, I share some thoughts about broadening my horizons and information diet while I’m at Bridging the Gap 2024 in Chicago, IL.
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In Episode 24 of the Big 4 Transparency Podcast, I am joined by Jeanne Hardy, Founder and CEO of Creative Business Inc., an accounting, operations and back-office support firm for the creative industries as well as the Founder and CEO of Levvy, a practice management software for accounting firms specializing in CAS offerings. In this episode, we discuss why accounting firm operators are uniquely positioned to create software for the industry, how Jeanne was able to step back from most of the client service elements of her role, and how serving the creative industry is unique.
Follow Jeanne:
LinkedIn: https://www.linkedin.com/in/jeannehardy/
Levvy: https://levvy.com/
Get in touch with me
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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In this episode, I share a business update about Big 4 Transparency and talk about the company’s mission. Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
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