How Baker Tilly Grew from $500M to $1.5B
Hosted by James Gosling · With Alan Whitman · 8 July 2025
What does it really take to grow an accounting firm from $500M to $1.5B in revenue? of M&A Diaries, host James Gosling speaks with Alan Whitman, former CEO of Baker Tilly, to unpack the strategy, discipline, and cultural clarity that drove their rapid rise. If you're considering acquisitions, private equity, or scaling your firm beyond a lifestyle business, this is essential listening.
Why organic growth still trumps acquisitions—and how to reignite it
How to spot cultural alignment before you sign the deal
A people-first playbook for post-acquisition integration
What smaller firms can learn from billion-dollar growth journeys
Why “discipline equals freedom” when leading innovation
The honest truth about PE, globalisation, and the future of accounting
Alan doesn’t hold back—sharing battle-tested insights and stories from over 20 M&A deals, including how Baker Tilly evaluated targets, avoided cultural misfires, and built a high-performance firm without losing its soul.
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