Wesley Middleton

Strategic Advisor, Growth Leader, CPA

Professional Overview
Wesley Middleton is a highly accomplished strategic advisor, growth leader, and Certified Public Accountant (CPA) with extensive experience in the professional services industry. He leverages his deep expertise in financial management, business advisory, and growth activation to drive transformative results for his clients.

Experience Summary

Current Role
As a Strategic Advisor, Growth Leader, and CPA at Potentia Advisors LLC, Wesley provides strategic counsel to help organizations achieve sustainable growth and profitability. In this role, he collaborates closely with senior leadership teams to develop and implement comprehensive growth strategies, optimize business operations, and drive innovation.

Career Progression
Prior to his current role, Wesley served as the Managing Principal of Growth Activation at Baker Tilly US, where he was responsible for leading the firm's growth strategy and business development initiatives. During his tenure, he was instrumental in expanding the firm's footprint and strengthening its market position. Wesley also held the position of Board of Partners Member at Baker Tilly US, providing strategic guidance and oversight to the firm's operations.

Earlier in his career, Wesley served as the Managing Partner of the Houston, Texas office at Baker Tilly US, leading a team of professionals in delivering exceptional client service and driving practice growth. Prior to that, he was the CEO and Managing Partner of MiddletonRaines+Zapata LLP, a successful boutique accounting and advisory firm. Wesley has also held tax partner roles at MaloneBailey, LLP and Malone & Bailey, P.C., where he demonstrated his expertise in tax planning and compliance.

Academic Background
Wesley holds a Bachelor of Business Administration degree in Accounting from a prestigious university, where he graduated with honors. He is a Certified Public Accountant (CPA) and maintains memberships with various professional organizations, including the American Institute of CPAs (AICPA) and the Texas Society of CPAs.

Areas of Expertise

• Strategic business advisory and growth consulting

• Financial management and optimization

• Tax planning and compliance

• Mergers, acquisitions, and integration

• Practice management and leadership

• Client relationship management and business development

Professional Impact
Throughout his career, Wesley has been recognized for his ability to drive sustainable growth and profitability for the organizations he has served. He has spearheaded numerous successful initiatives, including the expansion of Baker Tilly US's presence in the Houston market and the transformation of MiddletonRaines+Zapata LLP into a leading regional advisory firm.

Conclusion
With his exceptional track record, strategic mindset, and proven ability to deliver tangible results, Wesley Middleton is a highly sought-after strategic advisor and growth leader. He is committed to helping organizations navigate complex challenges, seize new opportunities, and achieve their most ambitious goals.