Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Firm Growth (2)

From $225K to $100M: The CPA Firm Blueprint for Advisory Services That Scale - Gary Shamis

1 min read

How Gary Shamis Built a $100M CPA Firm: Lessons in Growth, Strategy, and Sustainability

Gary Shamis' journey from a small $225K CPA firm to a powerhouse worth $100M is nothing short of remarkable. His story offers invaluable lessons for...

Michael Simpson Brinker

3 min read

Michael Simpson on Leadership, Innovation, and Growth at Brinker Simpson

In this episode of Making Waves, host David Toth connects with Michael Simpson, Managing Partner of Brinker Simpson, a $14 million firm making...

innovation and strategy

5 min read

Josh Beck on Pairing Innovation with a People-First Strategic Growth

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Josh Beck, Managing Partner at...

talent and technology

4 min read

Making Waves: Ascend CEO David Wurtzbacher On Winning with Talent and Technology

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with David Wurtzbacher, Founder and CEO...

culture and growth

2 min read

Balancing Culture and Growth in Accounting Firms

Accounting firms today face a pivotal decision: pursue aggressive growth or preserve the unique culture that has fueled their success. As firms...

PE History

4 min read

PE Investments Into Accounting Firms: Is History Repeating Itself?

Reprinted with permission from Accounting Today. In recent months, we have seen much written about the growing involvement of private equity firms in...

Michael Horwitz

5 min read

BDO Alliance Executive Director Michael Horwitz on Helping Accountants Expand Their Networks

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Michael Horwitz, Executive Director of BDO...

Laura Sprouse

3 min read

Brown Edwards’ New CEO Laura Sprouse on the Power of Putting People First

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Laura Sprouse, CEO of Brown Edwards and MPB |...

the future

2 min read

Build a Great Business and Your Firm Controls the Future

Every firm has three options today: merge up, sell to PE, or stay independent. The firms in control of these options are the ones building a great...