A Candid Conversation Between Managing Partners

Succession. Talent. Technology. Growth.
Let's discuss

As managing partners we’re wrestling the same realities.

Like many of you, we’re navigating the same challenges like succession planning, attracting and retaining top talent, adopting new technology and AI, and driving sustainable growth without losing what makes our firms unique.

That shared experience is why I wanted to put this out here.

“The model is designed to enhance what’s already working and not replace it.”

– Jason Saladino, Managing Partner

Reid Accountants + Advisors

Jason Saladino, Partner at REID CPA, LLP

Top 200

ACCOUNTING FIRM RANKING

7+

OFFICE LOCATIONS

Top 12

2026 ACCOUNTING TODAY FASTEST-GROWING FIRM

 

$1M+

EBITDA THRESHOLD FOR PARTNERSHIP

 

Reid is a member of Crete Professionals Alliance (partnered with Thrive Holdings and OpenAI), a non-traditional private equity platform built for leading accounting firms. What stood out early was Crete’s focus on preserving local autonomy while giving firms access to scale, capital, and resources they likely couldn’t build on their own.

At Reid Accountants + Advisors, a Top 200 firm with offices in New York and South Carolina, we’ve found the partnership to be an accelerator, not a constraint.

Through Crete, firms gain institutional-grade support aligned with their goals, whether that’s succession planning, partial or full liquidity, or strategic expansion. In our experience, the value shows up in:

  • Succession and partner transition support

  • Talent, technology, and AI-enabled solutions

  • Shared services across HR, IT, marketing, compliance, and finance

  • A national network that drives referrals, collaboration, and growth

Importantly, firms may retain their culture, leadership, teams, and client relationships. The model is designed to enhance what’s already working and not replace it.

For firms with EBITDA exceeding $1M, enterprise value is based on attractive market multiples, with meaningful upfront liquidity and the ability to roll equity and participate in future value creation across the platform.

I’m not sharing this as a pitch, just an open invitation. If you’re a managing partner thinking about the next chapter for your firm, I’d be happy to share our firsthand experience and compare notes. No pressure, no obligation — just a thoughtful conversation among peers.

 

Sincerely,

Jason Reid Saladino, Managing Partner

Reid Accountants + Advisors