TorchPoint Podcast

In this solo episode, Joe Licciardi, Managing Director at Torchpoint Advisors, explains why the channel an advisor sits in (wirehouse, independent broker-dealer, or RIA) determines the tax model they can build for clients. He shares a four-rung ladder from tax-aware planning to ownership, how each channel opens or limits it, and three options for advisors whose structure is boxing them in.

In this solo episode, Joe Licciardi, Managing Director at Torchpoint Advisors, takes on the question many practice owners aren't saying out loud: is AI coming for my accounting practice? He shares the six buckets of work most exposed to automation, why the shift to client advisory services is close to mandatory, and how to redeploy the capacity AI frees up as a growth tool.

In this solo episode, Joe Licciardi, managing director of Torchpoint Advisors, answers the question he hears most from CPA firm owners (“I get the growth story, but how do I actually execute?”) through an M&A lens. He shares six growth levers, from wealth management and CAS pricing to acquisitions and hiring ahead of the curve, along with the four-part execution engine of infrastructure, capital, partnership, and marketing needed to make them work.

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.

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.