The Art of Succession · 2025-12-16 · 55 min
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!) - - Want to be a guest on our podcast? Apply and share your expertise with our audience at - Welcome to The Art of Succession Podcast. Host Barrett Young , a Tax and Marketing Partner at GWCPA , takes you through the firm’s ongoing succession journey. In this episode, Barrett reflects on key updates at GWCPA, including the growth of the team, the implementation of EOS, and the shift to subscription-based pricing. He shares insights on AI adoption, the firm's strategic plans, and how they are preparing for the future of tax preparation and business transition. Barrett isn’t just leading the firm; he’s committed to building a future where the next generation can thrive. His journey in public accounting has shaped his approach at GWCPA. By embracing new systems like EOS and focusing on innovation, he demonstrates how thoughtful planning and a forward-thinking mindset can create lasting value for both the firm’s team and clients.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
How Education Founders Build Succession Plans that Scale Impact Beyond Themselves With Ryan Steuer87 / 100
How Business Owners Can Build a Company That Runs Without Them Using Succession Planning45 / 100
Leadership Succession Models for Founders to Scale Impact and Sell Without Chaos with Bob Labbe76 / 100
Succession Planning Secrets for CPAs to Buy into Partnerships with Confidence - Albert Butler CPA MBA75 / 100
Succession Planning for CPA Firm Leaders to Future-Proof a 125-Year Legacy - Rebekah Olson, CPA75 / 100
