Perfectly Integrated

Publicly listed emails

podcast@topadvisorm.com

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What’s Your Practice Really Worth? The CPA Valuation Playbook [Episode 69]

September 24, 2026

What’s Your Practice Really Worth? The CPA Valuation Playbook Valuations for CPA firms have never been higher, and the reasons have very little to do with tax returns. Matt Ackerman is joined by Geoff Bruskin, founder and managing partner of White Tiger Connections, along with John Pastore and Clint Mills of Integrated Partners’ CPA Alliance, for a candid look at what’s driving value in accounting practices right now. Geoff has closed 23 CPA transactions in the last 36 months, and he br...

The Myth of Balance: How Entrepreneurial Dads Can Master Intentional Presence [Episode 68]

June 17, 2026

“There are no perfect dads… focus on quality versus worrying about quantity.” As an ambitious, entrepreneur, your calendar is packed with 50, 60, or 70-hour workweeks dedicated to providing stability for your family. But when the dust settles, what kind of presence are you delivering at home? In this special Father’s Day episode of Perfectly Integrated, host Matt Ackerman sits down for a raw, vulnerable, and incredibly timely conversation with two exceptional fathers and lea...

RIAs: Historic Greatness or Mediocrity? An Interview with David Devoe [Episode 67]

March 23, 2026

2025 was a year of historic growth for RIA’s as deal volume surged. But what’s next for the industry? Host Matt Ackermann chats with David DeVoe, the maestro of data from Devoe & Company, to break down what’s driving convergence and what it signals for the future. Dave explains why M&A is now “embedded in the DNA” of the RIA space, revealing that the desire for scale is currently the biggest driver of deals, though the long-anticipated succession crisis is rapidly ca...

The Essential Tax Podcast · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Perfectly Integrated?

Perfectly Integrated is hosted by Matt Ackermann. Its publicly listed email is podcast@topadvisorm.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Perfectly Integrated?

The publicly listed email for Perfectly Integrated: podcast@topadvisorm.com.

How many listeners does Perfectly Integrated have?

Podseeker estimates Perfectly Integrated reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Perfectly Integrated?

Perfectly Integrated typically books industry leaders. Typical guest background: Executive, founder, or senior practitioner experience in wealth management, RIA strategy, financial planning, tax planning, advisor technology, or related professional services. Common among recent guests: Leading or founding wealth management, advisory, or financial technology firms; Developing recognized expertise in RIA strategy, M&A, succession planning, billing, tax planning, or advisor partnerships; Authoring or co-authoring relevant books or frameworks. Recent guests include Paul Saganey, Adam Holt, and David DeVoe.

How hard is it to get booked on Perfectly Integrated?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Perfectly Integrated cover?

Recent episodes cover Wealth Management, Financial Planning, Rias, Tax Planning, and Advisor Technology. Pitch an idea tied to one of these topics and mention a recent episode.