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INSIGHTS

Deal Marketing: Faster, Smarter, More Automated

In today’s competitive middle-market landscape, investment banking and M&A advisory firms face a familiar challenge: grow through a steady stream of sell-side mandates, yet stand out meaningfully. Traditional offering materials—CIMs, teasers, email...

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Avoid These 7 Mistakes When Presenting Your Firm to Private Equity

Private equity is no longer an emerging trend in the accounting profession — it's a defining force. In recent years, private equity (PE) firms have...

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Structure Without the Slowdown: How to Build Scalable Infrastructure Without Killing Agility

As accounting and advisory firms grow, complexity is inevitable. What starts as a small, nimble team can quickly turn into a slow-moving operation if...

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Evolving for Growth: Why Mid-Market Accounting Firms Must Expand Their Advisory Services

In today’s fast-evolving accounting landscape, mid-market firms face both a pressing challenge and a powerful opportunity. Traditional compliance...

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Why Strategic Planning Isn’t Optional for Growth-Minded Firms

Real growth doesn’t happen by accident, and it doesn’t happen alone.

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Integrating Acquisitions: A 5-Step Framework for Successful Accounting Firm M&A

Mergers and acquisitions have become a common growth strategy in the mid-market accounting space. Whether the goal is to expand into a new geographic...

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How State CPA Licensure Changes May Reshape Your Firm's Future

Illinois has just passed sweeping changes to its CPA licensure requirements. These updates, finalized this week, join the momentum of over a dozen...

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Private Equity’s New Playbook: Cultivating Culture for Long-Term Growth

The cultural quotient is no longer optional—it’s fundamental.

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What’s Your Growth Strategy for the Next 12 Months?

Organic, Acquisition, or PE-Backed—Which Path Will You Choose?

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How to Get Started with AI in Your Accounting Firm

A Practical Roadmap for Mid-Market Accounting and Advisory Practices

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The Firm of 2030: Creating a High-Value Practice

The accounting firm of 2030 will look drastically different than the firm of today. Compliance work will be largely automated. Advisory services will...

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Battling Decision Fatigue: A Strategic Advantage for Accounting, Investment Banking, and Private Equity Leaders

In the high-pressure world of accounting, investment banking, and private equity, leaders make hundreds of decisions each day — some small, others...

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Reimagining the Future: How AI is Revolutionizing Professional Services

Throughout history, each wave of technological advancement—from the assembly line to automation—has reshaped industries. Now, artificial intelligence...

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Business Lessons from a Hurricane

Business Lessons from a Hurricane

In early August, Hurricane Beryl swept through the Houston area, leaving a trail of destruction in its wake. The Category 1 hurricane, with winds...

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Universal Analytics to Google Analytics 4: What Does it Mean?

By now, you are most likely aware that Google is implementing a major shift in Google Analytics. Effective July 1, 2023, all data and processing in...

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Inbound Lead Generation

How to leverage your firm's growth goals, marketing strategy, and marketing automation to generate qualified leads.

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