Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity.

They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry.

Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue.

Listeners can expect a candid conversation about the good, the bad, and the realities of private equity, alongside potential discussions around AI in the professional services sector.

Tune in for valuable strategies and behind-the-scenes perspectives on navigating growth in a competitive landscape.