Off the Whiteboard: How CPA Firm Owners Turn Growth Strategy Into Execution with Joe Licciardi

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.