Episode

The Billion Dollar Accounting CEO w/ Alan Whitman

Podcast
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Published
May 15, 2025
Duration seconds
2607
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Markdown
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Summary

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizing strategy over aimless "accumulation." Alan Whitman is a seasoned leader in the accounting and advisory industry, known for his transformative role as the former CEO and Chairman of Baker Tilly. As leader, he successfully scaled the organization from $475 million to $1.5 billion, demonstrating a keen understanding of strategic growth and operational maturity. Currently, Alan runs an advisory practice where he shares his expertise in scaling firms and implementing best practices for growth. He is a sought-after speaker and thought leader, regularly publishing insights on leadership and organizational development through his weekly newsletter. Alan is also active on LinkedIn, where he connects with professionals across the industry.