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The Power of Local Level Rollover Equity

Josh Funk, Chief Development Officer at Crete Professionals Alliance, joins the Everything CPA and Private Equity podcast to share how his journey from firm owner to PE-backed leader is transforming how CPA firms grow, scale, and lead in today’s market.

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Crete’s $500M AI Investment: Steve Stagner Joins the FinTech Leaders Podcast

Crete CEO Steve Stagner tells Miguel Armaza why AI—like the printing press, production line, and internet before it—will transform the profession for those bold enough to embrace it.

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Building the Firm of the Future: Crete’s Growth Story Highlighted by Reuters

At Crete, we’ve grown to $300M+ in revenue and 20+ firm partnerships by combining the entrepreneurial strength of local firms with the scale, resources, and innovation of a national platform—backed by Thrive Capital, ZBS Partners, and Bessemer Venture Partners.

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Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.

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Crete Professionals Alliance, LLC
4350 W Cypress St | Suite 100 | Tampa, FL 33607
contact@cretepa.com
+1 (813)-798 0652

Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other nonattest services to clients. Partner Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.

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