The Nexus Point Podcast

Geoff Bruskin
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Shaping the Future of Accounting Firms. Where strategy, innovation, and vision meet. NexusPoint dives into the critical junctures transforming the accounting industry, showcasing actionable insights from trailblazers redefining success.

  1. 2d ago

    CPA Firms for Sale in 2026 (Real Prices and Deal Structures From Our Pipeline)

    Buying a CPA firm? Most people only hear about a deal once it's closed. This episode pulls back the curtain on the active deals at White Tiger Connections. Host Rich Romero and Geoff Bruskin walk through the current slate of opportunities across different sizes, structures, and buyer profiles. They cover what makes each one worth a look, where the real value sits, and what a serious buyer needs to bring to the table. With about 85,000 accounting firms in the U.S. and a wave of owners heading toward retirement, the window for buyers is narrower than it looks, and talent is the piece most buyers have to solve. You'll also hear why buyer demand is so strong while sellers are scarce, and how to approach each deal with open eyes. If you're looking at accounting firm acquisitions, this is a rare look at what a live pipeline looks like at the back end of 2026. CHAPTERS00:00 Introduction: a look at the active deals pipeline00:38 What the current pipeline says about the market01:47 Pipeline snapshot: firm sizes and sweet spot02:52 The U.S. accounting market: 85,000 firms and broker-represented deals05:52 Setting up a walk through the opportunities06:22 Rapid-fire overview of the active deals12:04 More deals from the pipeline15:22 The common thread: opportunity16:18 Takeaways for buying an accounting firm20:29 Wrap-up and how to get in touch Thinking about buying or selling a CPA firm? Book a call with Rich:  https://whitetigerconnections.zohobookings.com/#/richyromero?utm_source=youtube&utm_medium=orgaPrefer email? richy@whitetigerconnections.com The White Tiger Connections Podcast helps CPA/Accounting firm owners buy, sell, value, and grow their firms. Subscribe for a new episode every week

  2. Oct 13

    Why Tech Companies Are Buying Accounting Firms (Not Disrupting Them)

    Why are venture capital and tech companies buying accounting firms? In this episode of The Nexus Point, Rich sits down with Geoff Bruskin, founder and CEO of White Tiger Connections, to break down what's driving the new wave of accounting firm M&A.Geoff shares why some firms are dropping Canopy, TaxDome and other practice software to vibe code their own, why VC is hedging into professional services as SaaS changes, and how AI in public accounting is reshaping tax prep and review. By Geoff's estimate, only about a third of accounting firms really use AI today. He also explains what makes firms so attractive to tech buyers, how private equity and VC structure ownership, and what the future accounting firm looks like over the next 3 years.If you own a CPA firm, invest in professional services, or are thinking about buying an accounting practice, this one's for you.00:00 Why tech companies are buying accounting firms00:41 SaaS is dying: firms vibe coding their own practice software01:30 Why VC is hedging into professional services02:48 Efficiency, client experience and AI tools03:25 How many accounting firms really use AI05:00 Workflow is the real AI arbitrage06:20 Making AIs fight: automating tax review07:45 Is this the last tax season with manual prep?09:30 Professional services as the B2B to B2C nexus point11:00 What makes accounting firms so attractive to tech buyers13:30 The future firm: consigliere plus AI labs group15:20 Is Salesforce at risk?17:50 Will AI run out of road?20:40 Ownership vs partnership for VC and PE22:20 Lower middle market: where VC buyers start24:30 The next 3 years and change management25:50 Wrap up#AccountingFirmMA #PublicAccounting #AIinAccounting

  3. Oct 8

    Why Your CPA Firm Starts Hiring Too Late

    CPA firm hiring takes longer than most owners expect. On average it takes at least 60 days to fill an accounting role, and tax seats are the second hardest to fill.In this episode of The Nexus Point, White Tiger Connections recruiting manager Bryce Hollingsworth breaks down when a firm should realistically start its search, what the first conversation sounds like when the seat is still undefined, and why one tax manager search closed in 24 days while a tax director search took 18 months.You will learn:• When to start an accounting firm recruiting search (earlier than you think)• How to define the seat before going to market: CPA vs EA, remote vs in-office, compensation• Why the public accounting hiring timeline depends on what you ask for in a candidate• Where stalled searches break: role positioning, targeting, and slow interview loops• The best and worst windows for hiring, including why tax pros stop interviewing during busy season• The #1 mistake firms make once a strong candidate is in process• How to work backward from a hard start dateChapters00:00 Why most firms start hiring too late00:33 When to start a CPA firm search01:15 Why accounting roles take 60+ days to fill02:50 The first call when the seat is undefined05:10 CPA vs EA: defining what you actually need06:35 24 days vs 18 months: what drives search speed07:30 The 24-day remote tax manager search08:45 The 18-month in-office tax director search10:15 Remote vs in-office: setting honest expectations12:15 Where stalled searches break15:30 Hiring windows: busy season and the best months17:15 The #1 mistake with a strong candidate19:25 Hiring by a hard date: work backward22:30 Key takeawaysHiring a Tax Manager, Senior Tax Manager, or Tax Director? Talk with our team: [BOOK A CALL LINK]

  4. Sep 29

    Talent Capacity Comes Before the LOI

    Wealth firms circling accounting practices often underestimate how differently a CPA firm runs. Before you acquire, partner, or build tax capacity internally, get clear on pricing, billing friction, incentives, talent, and where tax compliance is headed. For RIA and wealth leaders evaluating CPA integration, Geoff Bruskin and Rich Romero break down the misconceptions that stall deals and partnerships, and what to solve before you go to market. In this episode: Why “find me CPA referrals,” “send clients to a CPA,” and “buy a firm to fix integration” all hit the same wallThe talent and succession gap behind “Who’s going to do the work?”Why there’s no turnkey path for wealth firms into accountingPricing spectrum: hourly, flat, subscription, and value-based billingFrictionless AUM billing vs high-friction CPA collectionHow compensation and incentives differ between advisors and senior tax talentTax compliance heading toward full automation this decade, and why the consigliere still mattersWhen to build integrated capacity now vs when a sub-3-year exit means you shouldn’tListen to The Nexus Point Podcast from White Tiger Connections.More: https://whitetigerconnections.com/podcast/

  5. Sep 22

    The Role AI Can't Replace

    Is AI closing the accounting talent gap, or just reshaping what it looks like? Geoff and Rich dig into why the answer isn't as simple as "AI replaces jobs." In this episode: Why AI is narrowing the talent crisis, but only for the people already firing on all cylindersWhere offshore talent still fits, and where AI is starting to close that gap tooWhy AI in 2026 can massively augment a workflow but can't yet run one end to endThe rise of the "consigliere": the client-facing advisor role AI can't replace, and why firms need one now more than everWhat separates firms that will thrive in the next five years from those that won't (hint: it's not the tech)How to actually recruit and retain 9 and 10 out of 10 talent, remote or notIf you're thinking about your firm's talent strategy, succession plan, or where AI actually fits into your workflow, this one's for you. Reach out anytime at whitetigerconnections.com. We're also on YouTube, LinkedIn, Instagram, and X.

  6. Sep 15

    Why the Best Accounting Firm Deals Close on Feel, Not Just Financials

    Every accounting firm M&A deal is really two conversations happening at once. One is about the numbers: valuation, deal structure, earn-outs, integration. The other is about the person: retirement timing, identity, legacy, what life looks like after the signature dries. In this episode, Geoff and Rich break down how these two tracks align, where they collide, and why losing sync between them is the most common reason deals that should close don't. They cover: Why the strongest deals have "magic in the room" from the very first conversationWhat separates buyers who feel robotic from those who closeHow to read a seller who says they're ready, then pulls back (and why that's normal)Why valuation timelines are usually a 3 to 5 year process, not a 1 to 2 year oneWhat the best buyers do differently to stand out in a crowded marketWhether you're weighing an exit in the next year or the next five, this conversation will help you think through both sides of the table. Want to go deeper? Check out our free guides: the CPA Hiring Playbook, How RIAs Are Bringing Tax In-House, and the CPA M&A Playbook. Reach out anytime at whitetigerconnections.com.

  7. Sep 8

    The Truth About Working With a Recruiter

    Why Firm Owners Hesitate to Work With a Recruiter (And What Changes When They Don't) Everyone assumes recruiters just forward resumes. In this episode, we sit down with our Recruiting Manager, Bryce Hollingsworth, to pull back the curtain on what actually happens behind the scenes, from candidate vetting to outbound outreach to closing the deal without anyone getting blindsided. We talk through the real hesitations firm owners have before working with a recruiter, why trying to hire in-house often stalls out, and what a good recruiter is doing behind the scenes that a job posting never will. Bryce breaks down how outbound targeting reaches passive candidates who aren't even looking, how relationship management keeps candidates engaged through a long process, and how a 12-month guarantee protects firms when things don't go as planned. If you've ever wondered whether a recruiter is worth the spend, or you're a candidate curious what actually happens after you hit "apply," this one's for you. Timestamps:00:00 Recruiters Aren't Resume Pushers01:06 Why Firms Hesitate05:36 What Great Recruiters Do10:32 Outbound Versus Job Posts13:58 Candidate Relationship Management17:38 Closing Offers and Counteroffers23:18 Transparency on Comp and Fit27:39 Wrap Up and How to Reach Us Grab our free guides on hiring, tax advisory, and M&A in the description below. Learn more at whitetigerconnections.com and connect with us on LinkedIn. #NexusPoint

  8. Sep 1

    Where AI Actually Works in Your Tax Firm (And Where It Doesn't)

    Most tax firms are running the same playbook they ran five years ago. Same bottlenecks, same manual work, the same brutal March and April that leaves the team exhausted. But AI is changing what's possible inside tax practices right now, from document collection to first pass return prep.In this episode, Geoff Bruskin breaks down what automation actually looks like inside a tax firm in 2026. We cover where AI is already making a real difference, where the hype outpaces the reality, how to handle staff resistance and data security concerns, and why this has become a valuation conversation, not just a productivity one.Geoff walks through the full tax workflow step by step: document collection, prep, review, and e-filing. He explains why the administrative bookends of the process (organizer and binder collection on the front end, billing and e-filing on the back end) are the most AI-ready parts of the supply chain today, and why full return prep automation is still a few years out for anything beyond a basic 1040.We also get into the real reason most firms struggle to adopt new technology: it's rarely about whether the right tools exist. It's about change management, staff buy-in, and firms getting burned by past software promises that didn't deliver.Timestamps:00:00 Tax Firms Stuck00:35 Meet Geoff Bruskin00:53 Typical Tax Workflow06:15 AI Impact Areas10:34 Adoption Reality Check18:41 Resistance And Risk22:12 Staff Buy In26:23 AI And Valuation30:31 Wrap Up And Next StepsLearn more about White Tiger Connections at whitetigerconnections.com

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Shaping the Future of Accounting Firms. Where strategy, innovation, and vision meet. NexusPoint dives into the critical junctures transforming the accounting industry, showcasing actionable insights from trailblazers redefining success.

Information

  • Creator
    Geoff Bruskin
  • Years Active
    2025 - 2026
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © Geoff Bruskin
  • Show Website
    The Nexus Point Podcast