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.
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.
In this episode, Josh shares how Crete Professionals Alliance grew from the ground up to 21 firm partnerships and more than $300M in revenue. He explains the value of local-level rollover equity—and why it’s a game-changer for high-performing firms—while exploring how Crete helps its partners scale by removing the burden of administrative, compliance, and technology demands. You’ll also hear the story of one $20M firm that grew to $45M in less than three years through a combination of organic and inorganic growth, and gain insights into how Thrive Capital and Crete are shaping a tech-enabled, people-first future for the profession.
