Alan Whitman, former CEO of Baker Tilly, returns on Episode 242 of The Unique CPA to share the hard-won insights behind his new book, Break the Mold: How to Achieve Transformational Change, Scale and Grow Simultaneously. In a candid conversation with Randy Crabtree, Alan unpacks the real challenges of leading a firm through rapid growth and cultural reinvention, where trust and transparency mean everything and can ultimately make or break a vision. He reveals why strategy must be more than a buzzword, and how shifting from vertical silos to a unified, horizontal organization unlocks potential. "Cross-selling" is such a limiting concept, and Alan stresses that delivering true client value is what firms need to be focusing on. His stories, from tough retirement plan decisions to building engines for organic growth, offer a rare, practical roadmap for leaders ready to reimagine what's possible in the accounting profession.
Get the full show notes and more resources at TheUniqueCPA.com