Sept. 9, 2026

The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi

The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi
The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi
TorchPoint Podcast
The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi
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.