Navigating Integration in Wealth Management with Geoff Bruskin of White Tiger ConnectionsIn this episode of the Nexus Point Podcast, host Rich interviews Geoff Bruskin, Managing Partner and CEO of White Tiger Connections. They discuss the complex and often confusing topic of integration in wealth management firms, especially as it pertains to adding tax and accounting services. The discussion covers various options such as buying an accounting firm, building one from within, engaging in joint ventures, and mergers. They delve into the unique challenges faced by broker-dealers, RIAs, and other firm structures, and the strategic approaches needed for successful integration. Geoff shares valuable insights on building internal CPA functionalities, the difficulties in finding competent CPA firms for acquisition, and the nuanced role of business brokers and consultants like White Tiger Connections in facilitating these integrations. The episode emphasizes the importance of intentional growth and strategic planning for firms looking to enhance their service offerings.00:00 Introduction and Guest Introduction00:21 Understanding Integration in Wealth Management01:01 Options for Integration: Buy, Build, Merge, or Joint Venture02:20 Challenges and Strategies for Broker Dealers03:38 Building CPA Capabilities: Internal vs. External06:52 The Complexity of Joint Ventures08:52 Strategic Considerations for Wealth Management Firms13:14 Alternative Integration Models18:54 Role of White Tiger Connections24:46 Conclusion and Final Thoughts

Why Wealth Management Firms Are Eyeing CPA Practices: Insights on Private Equity and RiskIn this episode of the Nexus Point Podcast, host Rich and Geoff Bruskin, managing partner and CEO of White Tiger Connections, dive into the hot topic of wealth management firms and private equity interest in CPA firms. They explore the historical reasons why wealth management firms seek partnerships with CPA firms, the current market trends driving these acquisitions, and the risks involved with private equity investments. Geoff also offers strategic insights into how young CPA firm owners can navigate these opportunities, and discusses the feasibility of organic growth versus mergers and acquisitions. Tune in for an in-depth conversation on the complex relationships and evolving dynamics in the financial advisory and accounting sectors.00:00 Introduction and Host Welcome00:40 The Surge of Wealth Management Firms in CPA Acquisitions05:16 Private Equity's Role in CPA Firms10:26 Mergers and Joint Ventures: Opportunities and Challenges13:46 Organic Growth vs. M&A in Wealth Management18:27 Conclusion and Sign Off

Welcome back to the Nexus Point Podcast 🎙️In this episode, host Rich sits down with Geoff Bruskin, CEO and Managing Partner of White Tiger Connections, to tackle a question that weighs heavily on many accounting professionals, especially every March while staring down a mountain of 1040s:“How do I retire from this without breaking everything?”If you’re a 1040-heavy firm owner, or you want to be someday, this conversation is for you.What we cover in this episode:Why 1040-driven practices are often harder to sell, and why they’re not unsellableThe realities of 100% seller-financed transitionsHow owner dependency, pricing, and outdated workflows impact firm valueWhy mindset is the biggest barrier to a successful exitHow technology, staffing models, and pricing resets can reopen your futureWays to exit gracefully, get paid fairly, and keep clients happyJeff breaks down why seller financing, while not ideal, can sometimes be the best path forward, and how firm owners can still retire feeling fulfilled rather than burned out or forced to “turn off the lights.”Whether you’re actively thinking about retirement, casually seller-curious, or just trying to build a better firm for the future, this episode offers honest insights and practical perspective from someone deep in the accounting M&A space.👉 Listen in and learn how to exit on your terms, without leaving chaos behind.Thanks for tuning in, and we’ll see you next time on the Nexus Point Podcast.

What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate planning?
Join us on The Nexus Point as Jeff Bruskin sits down with David Snyder, CEO of Harness Wealth, to discuss the platformization of professional services and how his company is reimagining the industry. David shares insights on:
The evolution of CPA firms and their integration with wealth management services
The role of technology in enhancing efficiency and creating scalable solutions
Challenges and opportunities for small- to mid-sized CPA firms in adopting innovative models
The future of interconnected services and why community building matters
Discover how Harness Wealth uses cutting-edge technology and concierge services to simplify tax processes, power CPA firms, and improve client experiences.
💡 Don’t miss the chance to explore forward-thinking ideas for the future of professional advisory services.
Subscribe for more episodes of The Nexus Point!
#ProfessionalServices #WealthManagement #CPA #Technology #FutureOfWork

This episode features Noah Beery, Head of Corporate Development at Platform Accounting Group, and unpacks what it takes to build a thriving CPA firm ecosystem. Noah shares how PAG has successfully acquired over 50 firms, the cultural and intangible factors that matter most during evaluations, and what younger firm owners should consider when planning their future. They’ll also discuss the broader vision for PAG's decentralized model and Noah’s personal journey to leading corporate development at a nine-figure PE-backed firm—all before the age of 30. Whether you're a firm owner, a PE professional, or just curious about the evolving CPA space, this episode offers insights you won’t want to miss.

Get ready to nerd out about the latest tech trends rocking the world of public accounting! 🚀 On this week's episode, we sit down with Scott Fleszar , a tech wizard with nearly 30 years of industry experience at Thomson Reuters and SafeSend. Scott spills the beans on how AI, automation, and clever software solutions are reshaping accounting firms—and trust us, it’s not just about crunching numbers anymore.

What’s on the agenda?

👉 Why disconnected tools are the stone age of accounting (hint: integrated tech is king!).

👉 How improving client experience (CX) with slick, easy-to-use tools can set your firm apart.

👉 The war for talent and why employee experience (EX) might just be your secret weapon for attracting the best and brightest.

👉 A sneak peek into the future of tax prep, bookkeeping, and beyond—all thanks to AI.

👉 The rise of private equity and M&A that's turning accounting firms into next-level multi-service juggernauts.

Whether you're running a CPA firm or just trying to keep up with the whirlwind of changes in the industry, this episode is packed with insights you don't want to miss. Tune in to learn how to future-proof your firm, keep your clients smiling, and stay ahead of the competition. 🎙️

What if tax research wasn’t a time sink? In this episode, I sit down with the team at Accordance.ai, creators of a multi-agent AI that’s transforming how CPA firms handle complex tax questions. This AI doesn’t just answer—it learns, reasons, fact-checks, and delivers precise, cited results while flagging where deeper analysis might be needed. Managing Partners are calling it “a game changer,” and after seeing it in action, I agree. Tune in to explore how this cutting-edge tech is streamlining workflows, reducing errors, and giving firms an edge in scaling smarter and faster. Don’t miss it.

In this episode of The Nexus Point podcast, host Geoff Bruskin sits down with Marc Howard, founder of Taxplow and Firmlever, to explore the critical inflection points in the accounting industry. They discuss where firms can uncover the greatest opportunities for growth, including leveraging technology, adapting to evolving client expectations, and addressing the talent gap. Marc shares actionable insights and bold strategies for firms aiming to thrive in a rapidly changing landscape.