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 most significant periods of transformation it has experienced in decades. Mergers and acquisitions are...
Read More
Accounting Firms Should Embrace AI Generative AI is triggering a familiar reaction across the workforce: anxiety. Across industries, employees are...
Growth is exciting until the foundational operating model begins to crack.
In middle-market M&A and investment banking, referral relationships still carry enormous weight. Deals do not come only from outbound prospecting,...
When AAFCPAs announced its acquisition of McLaren & Associates CPAs, the headline was not simply about growth in size. The more meaningful shift was...
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....
In early 2025, a quiet but consequential regulatory decision in Arizona signaled a meaningful shift in the professional services landscape. The...
January 2026 delivered a revealing snapshot of the accounting firm M&A market. Not because of a single blockbuster transaction, but because of the...
Every year, it plays out the same way.
Several years ago, when cloud workpapers first entered the mainstream, most audit leaders treated them as an internal upgrade - something that made...
Acquisitions often start with a sense of optimism and anticipation. The initial discussions resemble a courtship, each side eager to impress. The...
.png?width=1920&height=1280&name=Untitled%20design%20(3).png)
Make 2026 a Growth Year By Starting with the Right Conversations in Q4
If you’re still paying for “ready-to-publish” articles to post on your firm’s website, you’re wasting money.
Private Equity is Coming for Your Firm The accounting industry is in play. With private equity sitting on billions, investors are pouring into the...
You’ve invested time and money into writing articles to show your expertise. But here’s the truth: if you’re syndicating that content to platforms...
Firms dream of growth. Growth isn’t an accident; it is an outcome of a well-crafted plan coupled with a strong vision deliberately implemented....