Hpoint of view

INSIGHTS

growth strategy for M&A and investment banking firms

Growth Strategies for M&A and Investment Banking Firms: A Framework for Growth

In the competitive landscape of middle-market mergers and acquisitions (M&A) and investment banking (IB) firms, growth is never incidental. It requires intentional planning, a disciplined strategy, and consistent execution. Deal volume, client...

Read More

Google Pushes Back: AI Search Isn’t Killing Website Traffic. . .OR IS IT?

Google's Head of Search Sparks Industry Debate On August 6, 2025, Liz Reid, Google’s Vice President and head of Google Search, addressed a growing...

Read More
release of chat gpt-5 isometric design

GPT‑5 Launch: OpenAI’s Most Powerful AI Model Yet

OpenAI has begun rolling out GPT‑5, the most advanced version of its flagship language model, across all ChatGPT accounts. With significant...

Read More

The ESOP Tidal Wave: How State-Level Programs Are Promoting ESOPs as an Exit Tool

The Rising Importance of State ESOP Programs Employee Stock Ownership Plans (ESOPs) have been around since the 1970s, offering business owners a...

Read More
Isometric graph tower with arrow pointing up past target

Deal Ready: Strengthening Your Firm’s Position for Private Equity or Acquisition

Why Private Equity (PE) is Investing in Accounting Private equity investments and merger activity have reshaped the accounting landscape. Between...

Read More
team members rising from book isometric design

Cultivating Culture: How Purpose-Driven Practices Engage Gen Z and Millennial Talent

The Recruiting Challenge Accounting Can’t Ignore The accounting profession is at a crossroads. Long valued for its stability and precision, the...

Read More

Google’s Falling Search Share & the Rise of AI Search

For the first time in nearly a decade, Google’s global search market share slipped under 90%. Apple confirmed that Google search volume declined for...

Read More

GPT-5 & ChatGPT Agent: AI Integration for PE, M&A & Accounting Teams

Generative AI has sprinted from curiosity to critical infrastructure in less than two years. With GPT-5 rumored to drop in August 2025 and ChatGPT...

Read More

Selecting the Right AI Tools for Your Needs

As of mid-2025, large language models (LLMs) have significantly evolved, playing pivotal roles in professional environments like investment banking,...

Read More

Why HubSpot Is the CRM of Choice for Professional Services Firms

Imagine this: Your managing partner walks into a Monday meeting, pulls up a dashboard, and sees, at a glance, which clients are hot, which deals are...

Read More

What Is a CRM and Why It’s Essential for Professional Services Firms

In professional services, your reputation is only as strong as your relationships. Whether you're guiding a client through a tax strategy, managing...

Read More

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...

Read More

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...

Read More

Structure Without the Bottleneck: 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...

Read More

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...

Read More

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

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

Read More