A very special masterclass, as a 40 year old story in the making is shared, as we take a deep dive into the Paule (Terry & Spiro) family brand, and the success of the Findex brand.
Watch and learn about:
The change from Crowe, to Findex; the systems, processes, tech, and culture into build a new brand.
The Findex brand… the strategy to go about the brand, and why.
Re-defining the accounting industry.
How tech is driving the future of Findex.
The client focus, how important it is to the Findex brand.
The magic sauce to growing internally.
The term, Wealth Accounting, the importance of it.
The capital partners, KKR, and Mercury Capital.
The end game is there one… and more!