The Nexus Point Podcast
The Nexus Point Podcast
Podcast Description
Shaping the Future of Accounting Firms.
Where strategy, innovation, and vision meet. NexusPoint dives into the critical junctures transforming the accounting industry, showcasing actionable insights from trailblazers redefining success.
Podcast Insights
Content Themes
The podcast emphasizes themes such as the evolution of accounting firms, technological advancements like AI and automation, cultural aspects of firm ecosystems, and tax research innovations, with episodes discussing building CPA firm ecosystems, the impact of tech on talent acquisition, and the role of AI in tax research.

Shaping the Future of Accounting Firms.
Where strategy, innovation, and vision meet. NexusPoint dives into the critical junctures transforming the accounting industry, showcasing actionable insights from trailblazers redefining success.
Buying a CPA firm? Most people only hear about a deal once it's closed. This episode pulls back the curtain on the active deals at White Tiger Connections.
Host Rich Romero and Geoff Bruskin walk through the current slate of opportunities across different sizes, structures, and buyer profiles. They cover what makes each one worth a look, where the real value sits, and what a serious buyer needs to bring to the table.
With about 85,000 accounting firms in the U.S. and a wave of owners heading toward retirement, the window for buyers is narrower than it looks, and talent is the piece most buyers have to solve. You'll also hear why buyer demand is so strong while sellers are scarce, and how to approach each deal with open eyes. If you're looking at accounting firm acquisitions, this is a rare look at what a live pipeline looks like at the back end of 2026.
CHAPTERS
00:00 Introduction: a look at the active deals pipeline
00:38 What the current pipeline says about the market
01:47 Pipeline snapshot: firm sizes and sweet spot
02:52 The U.S. accounting market: 85,000 firms and broker-represented deals
05:52 Setting up a walk through the opportunities
06:22 Rapid-fire overview of the active deals
12:04 More deals from the pipeline
15:22 The common thread: opportunity
16:18 Takeaways for buying an accounting firm
20:29 Wrap-up and how to get in touch
Thinking about buying or selling a CPA firm? Book a call with Rich: https://whitetigerconnections.zohobookings.com/#/richyromero?utm_source=youtube&utm_medium=orga
Prefer email? [email protected]
The White Tiger Connections Podcast helps CPA/Accounting firm owners buy, sell, value, and grow their firms. Subscribe for a new episode every week

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