Passing the Torch

Is Your Accounting Practice at Risk? How AI Turns Freed-Up Capacity Into Growth with Joe Licciardi

Joe Licciardi — Tue, 13 Oct 2026 09:25:57 -0400

In this solo episode, Joe Licciardi, Managing Director at Torchpoint Advisors, takes on the question many practice owners aren't saying out loud: is AI coming for my accounting practice? He shares the six buckets of work most exposed to automation, why the shift to client advisory services is close to mandatory, and how to redeploy the capacity AI frees up as a growth tool.

Off the Whiteboard: How CPA Firm Owners Turn Growth Strategy Into Execution with Joe Licciardi

Joe Licciardi — Tue, 06 Oct 2026 09:59:00 -0400

In this solo episode, Joe Licciardi, managing director of Torchpoint Advisors, answers the question he hears most from CPA firm owners (“I get the growth story, but how do I actually execute?”) through an M&A lens. He shares six growth levers, from wealth management and CAS pricing to acquisitions and hiring ahead of the curve, along with the four-part execution engine of infrastructure, capital, partnership, and marketing needed to make them work.

Deal by Deal: How Private Equity Took Over Accounting in Five Years with Joe Licciardi

Joe Licciardi — Tue, 22 Sep 2026 08:57:00 -0400

Discover how Joe Licciardi traces private equity's five-year takeover of the accounting profession deal by deal, helping practice owners understand the alternative practice structure, see how valuations have re-rated, and weigh their own options as the wave moves down-market.

The Great Convergence: Why Private Equity Is Reshaping CPA and Wealth Management M&A with Joe Licciardi

Joe Licciardi — Wed, 09 Sep 2026 13:40:00 -0400

Discover how Joe Licciardi unpacks the private equity wave reshaping CPA and wealth management, helping practice owners understand the roll-up strategy behind it, see where industry valuations are headed, and start planning their own growth or transition.