Passing the Torch

Joe Licciardi
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  • Management

Conversations for CPA and wealth management practice owners navigating growth, partnership, and transition — with the people who've built, bought, and advised on these practices firsthand.

Episodes

  1. Sep 22

    Deal by Deal: How Private Equity Took Over Accounting in Five Years with Joe Licciardi

    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.

  2. Sep 9

    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.

  • 2 Episodes

About

Conversations for CPA and wealth management practice owners navigating growth, partnership, and transition — with the people who've built, bought, and advised on these practices firsthand.

Information

  • Creator
    Joe Licciardi
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Passing the Torch
  • Show Website
    Passing the Torch