Perfectly Integrated

What’s Your Practice Really Worth? The CPA Valuation Playbook Valuations for CPA firms have never been higher, and the reasons have very little to do with tax returns. Matt Ackerman is joined by Geoff Bruskin, founder and managing partner of White Tiger Connections, along with John Pastore and Clint Mills of Integrated Partners’ CPA Alliance, for a candid look at what’s driving value in accounting practices right now. Geoff has closed 23 CPA transactions in the last 36 months, and he brings th

“There are no perfect dads… focus on quality versus worrying about quantity.” As an ambitious, entrepreneur, your calendar is packed with 50, 60, or 70-hour workweeks dedicated to providing stability for your family. But when the dust settles, what kind of presence are you delivering at home? In this special Father’s Day episode of Perfectly Integrated, host Matt Ackerman sits down for a raw, vulnerable, and incredibly timely conversation with two exceptional fathers and leaders: Adam Holt (CEO

2025 was a year of historic growth for RIA’s as deal volume surged. But what’s next for the industry? Host Matt Ackermann chats with David DeVoe, the maestro of data from Devoe & Company, to break down what’s driving convergence and what it signals for the future. Dave explains why M&A is now “embedded in the DNA” of the RIA space, revealing that the desire for scale is currently the biggest driver of deals, though the long-anticipated succession crisis is rapidly catching up. DeVoe shares surp

In this episode of Perfectly Integrated, host Matt Ackermann welcomes Lacy Shrum, CEO of Smart KX, to demystify the topic of financial advisor billing, a subject often avoided or misunderstood within the industry. The conversation focuses on how Smart KX is bringing transparency, confidence, and innovative technology to the complex process of fee calculation. Lacy Shrum explains that traditional advisor billing—often done quarterly in advance based on just four market days per year—creates trem

What does it take to build a perfect partnership? Well, its 50% perspiration and 50% partnership. This episode of Perfectly Integrated features a conversation with John Pastore (Executive Vice President, Integrated Partners), Anthony Marotti (Private Wealth Advisor, Integrated Partners), and Craig Eaton (Eaton Advisory Group, CPA) discussing their successful partnership within the Integrated Partners CPA alliance. The CPA Alliance: A Perfect Partnership Host Matt Ackermann opens by highlightin

How do you create true brand authenticity in wealth management? Matt Ackermann of Integrated Partners sits down with Liz Frtiz, the co-founder of F2 Strategy, at the Future Proof Conference to discuss the critical intersection of technology, marketing, and branding. Liz shares her experience co-founding F2 Strategy nearly a decade ago, noting that the firm is the largest pure-play wealth management tech consultancy, focused on helping firms build and execute their technology roadmaps. Key Ins