Castuner

Passing the Torch

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.

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Episodes

8 episodes

  1. Show Up, Add Value, Ask for Nothing: Leading with Generosity and Purpose in Wealth Management with Bob Levant 30:50
  2. The 5 Worlds of Financial Planning: How Leaving the Wirehouse Opened Up Holistic Planning with Nick Ferguson 29:58
  3. Build It With Intent: Run Your CPA Practice Like a Business with Lera Kooper 29:38
  4. The Tax Ladder: Why Your Channel Decides How Far You Can Go on Tax with Joe Licciardi 23:28
  5. Is Your Accounting Practice at Risk? How AI Turns Freed-Up Capacity Into Growth with Joe Licciardi 23:28
  6. Off the Whiteboard: How CPA Firm Owners Turn Growth Strategy Into Execution with Joe Licciardi 21:03
  7. Deal by Deal: How Private Equity Took Over Accounting in Five Years with Joe Licciardi 29:57
  8. The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi 20:06