Want to create an interactive transcript for this episode?
Podcast: Accounting High
Episode: 210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, PE Backed (feat. Steven Hoffman, CEO)
Description: Episode 210
FACULTY: Steven Hoffman, CEO
CLASS: #Shoperations
In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the industry, and the structural organization of Ascend and OnPointe. Steven shares insights from his journey implementing the Entrepreneurial Operating System (EOS) and the challenges of being a CEO of multiple tax firms.
Shout Outs: Dan Gertrudes at the Growth Lab
Chapters:<...