How a $1.5M Firm Grew to $7M Organically with Jason Ackerman

About this episode

Jason Ackerman discusses how he grew BNA Advisors from $1.5 million to over $7 million organically.

Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father's firm in 2012, scaled the team from 14 to 35 people, and built systems that allow the firm to handle more than 2,000 individual tax returns per year. His approach combines practical technology adoption, intentional pricing strategy, and a long view on people and talent. This is the fifth episode in our Pow...

People in this episode

Host: Brannon Poe

Guest: Jason Ackerman

Topics covered

• firm growth
• organic growth
• tax returns
• team scaling
• technology adoption

Keywords

• firm growth
• BNA Advisors
• Jason Ackerman
• tax returns
• team scaling
• technology adoption
• pricing strategy

Mentioned in this episode

Organizations: BNA Advisors

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