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INSIGHTS

EY Put Agentic AI Into 160,000 Audits: What That Means for Mid-Market Firms

On April 7, 2026, EY announced the global rollout of enterprise-scale agentic AI across its assurance practice, embedding a multi-agent framework built on Microsoft Azure, Foundry, and Fabric directly into EY Canvas, the firm's single global audit...

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AI Won't Replace Your Tools. It Will Live Inside Them.

A belief is circulating in professional services firms that AI will eventually make the tools they rely on today obsolete. The reasoning sounds...

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M&A Without Strategic Fit Is Just Expensive Chaos

Why accounting firm acquisitions succeed, or stall, and how to manage the pace of change. The accounting profession is in the middle of one of the...

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Talent Strategy is The Threat, Not AI

Accounting Firms Should Embrace AI Generative AI has produced a predictable reaction across the professional workforce: anxiety. Employees are...

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The Modern Operating Model: Fixing Partner Bottlenecks Without Burning Out Managers

Growth is exciting until the foundational operating model begins to crack.

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Referral Relationship Systems: Turning COIs Into a Predictable Growth Engine

In middle-market M&A and investment banking, referral relationships still carry enormous weight. Deals do not come only from outbound prospecting,...

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Growth by Capability: Why Specialty Practices Are Becoming the New Currency in Accounting Firm M&A

When AAFCPAs announced its acquisition of McLaren & Associates CPAs, the headline was not simply about growth in size. The more meaningful shift was...

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AI Adoption Without Governance Is a Brand Risk

If you lead an accounting, advisory, or M&A practice, you have probably felt the shift: AI went from “interesting” to “everywhere” in about a year....

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How Accounting Firms Gained a Path into Law Firm Ownership

In early 2025, a quiet but consequential regulatory decision in Arizona signaled a meaningful shift in the professional services landscape. The...

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Accounting Firm M&A Trends 2026: What January Deals Reveal

January 2026 delivered a revealing snapshot of the accounting firm M&A market. Not because of a single blockbuster transaction, but because of the...

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AI audits in accounting

Clients Will Pay More for AI-First Audits

Several years ago, when cloud workpapers first entered the mainstream, most audit leaders treated them as an internal upgrade - something that made...

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Business transition advisor

When the Acquiring Firm Leaves You Out: A Warning Sign for Your Transition

Acquisitions often start with a sense of optimism and anticipation. The initial discussions resemble a courtship, each side eager to impress. The...

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Your Strategic Plan Deserves More Than a Slide Deck

Make 2026 a Growth Year By Starting with the Right Conversations in Q4

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Why Purchasing Content Might Be Dead

If you’re still paying for “ready-to-publish” articles to post on your firm’s website, you’re wasting money.

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Platform or Bolt-On? Understanding PE Growth Models and What They Mean for You

Private Equity is Coming for Your Firm The accounting industry is in play. With private equity sitting on billions, investors are pouring into the...

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