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We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin.

Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations and highlighting the stickiness of recurring tax relationships.

Jon breaks down the strategic upside of combining wealth and tax services, including deeper client value, stronger retention, and cross-selling flywheels. Jon also shares the common folly of advisors and CPAs trying to wear “both hats” and talks about a wealth manager that has become overwhelmed after buying and running a CPA firm.

Jon closes by outlining alternative partnership models, including Dan Sullivan’s “Who, Not How” and free-zone collaborations, and encourages advisors to proactively explore CPA partnerships as a key growth strategy for the years ahead.

Listen in to learn:

  • Why the Industry is Shifting in Wealth Management and Accounting
  • Strategic Rationale for Advisors Acquiring or Partnering with CPA Firms
  • Dan Sullivan’s ‘Free Zone Frontier” Partnerships and How this Applies to Tax and Wealth Management Partnerships
  • The Future Outlook of the Wealth Management and Accounting Industry as it Relates to Private Equity

Connect with Jon Kuttin and Kuttin Consulting Group: