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Index/Leadership/The Art of Succession
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The Succession Crisis for CPA Firms to Survive AI Disruption by Adopting EOS and Letting Go of Tax

The Art of Succession · 2025-09-16 · 56 min

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Topics in this episode

ownershiplegacyacquisitionbusiness legacy

Episode notes

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 , shares a personal and behind-the-scenes look at GWCPA’s succession journey. In this solo episode, Barrett talks about leadership change, future planning, and how his team is using EOS to build a lasting and modern firm. He reflects on company values, innovation, and how they’re preparing both staff and clients for a future beyond tax returns. Barrett isn’t just a partner; he’s focused on helping the next generation lead well. His path through public accounting shaped his vision for GWCPA. By using real lessons and new tools like EOS, he shows how clarity, care, and planning can turn a firm’s future into a lasting legacy for both staff and clients. He spent over 15 years in public accounting before shaping GWCPA’s future as a visionary leader. His tools mix real lessons on values, systems, and growth.

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