About this webinar
Most accounting firm owners have questions they can't easily get answered. What does it actually look like when a firm sells? What happens to staff? What does the acquirer do on day one? And day three hundred? And what does a firm at serious scale think about AI?
This episode of Open Books—a brand new interview series—puts those questions directly to the people who can answer them.
Reyes Florez, CEO of Platform Accounting Group, has built a 1,000-person firm through a deliberate acquisition strategy. He joins us alongside Albert, a senior leader at one of the local firms they acquired, and Kaycie, who led operations at an acquired firm and has since moved into a central team role at Platform—a path that didn't exist for her before the deal.
This is not a pitch. It is a rare, unfiltered look at one of the most ambitious firms operating in the profession today.
What we'll cover:
The Platform Model: Reyes on what makes his acquisition approach different, what he looks for in a firm, and how he thinks about building at scale.
Life after the sale: Albert and Kaycie on what the transition actually looked like. Staff, clients, culture, and the things they didn't expect (including what improved).
The AI and infrastructure play: Reyes on how Platform is investing in AI across the firm, and why the firms that join them are better positioned for what's coming next than they would be alone.
Who should attend?
This session is designed for firm owners thinking seriously about their next chapter—whether that's one year away or five. Kaycie's story will also resonate with any operations leader wondering what their own path could look like inside a larger organization.
Meet the Speakers
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