The Art of Succession · 2024-08-20 · 1h 2m
In this episode of The Art of Succession podcast, host Barrett Young interviews Curtis Hardwick, who shares his journey of taking over his grandfather's CPA firm in Georgia. Curtis provides insights into the challenges and rewards of inheriting a business and making it his own. Beginning the Journey Curtis's grandfather, Joe "Pop" Hardwick, started the CPA firm in 1974, and Curtis began working there in 2010 while still in college. Initially aiming to become a civil engineer, Curtis had switched paths after struggling with calculus, guided into accounting by his grandfather. Curtis enjoyed the work and excelled in his accounting courses, with both his professor and grandfather mentoring him toward the CPA route. Mentorship and Transition As Curtis progressed in his career, his grandfather provided him with significant autonomy, allowing Curtis to implement new ideas and modernize the firm. The firm was small, with only four employees, and was using outdated accounting software. Curtis led efforts to transition clients to QuickBooks Desktop and eventually to their cloud-based QuickBooks Online, despite initial resistance from his grandfather.
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
