Josh Tyree: Cracking the Code for Successful Merger Integration and Growth | Gear Up For Growth

Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

“If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jean Caragher, president of Capstone Marketing, sat down with Tyree to discuss how the newly-formed Top 50 firm – created by the combination of 13 BDO Alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

• More Gear Up for Growth here. | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

The conversation reveals two critical lessons for CPA firms considering mergers or expansion.