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...
Accounting
Specialize to Scale: Why Niche Expertise Drives Faster, Smarter Growth
Professional services leaders have long debated whether it is better to be a generalist or to carve out a niche. Generalist firms cast the widest net...
Organic Growth for Accounting Firms: Modern Tactics That Work
Organic growth has always been the most sustainable way for accounting firms to thrive. While mergers and acquisitions can catapult a firm’s size...
The Real Work Begins After the Deal: Navigating M&A and Private Equity Integration
Mergers and acquisitions (M&A) and private equity (PE) investments are powerful accelerators of growth. They can provide access to new markets, bring...
From Frozen Peas to AI-Powered Audit: What the Food That Built America Teaches Accounting Firms
In the early 1900s, Clarence Birdseye wasn’t trying to invent a new food. He was trying to solve a problem: how to keep food fresh and make it...
Accounting Firm Growth Strategy: A Framework for Sustainable Expansion
For middle-market accounting firms, growth is both an opportunity and a necessity. A $20 million firm with five offices has already built a strong...
Growth Strategy for Professional Services
Growth in professional services is never accidental. Unlike product-based companies that can rely on distribution, scale, or inventory, professional...
Not Just Accounting Majors: How Finance and Data Analytics Grads Can Power Your Next Great Hire
Gone are the days when hiring meant just recruiting accounting majors. In 2025, firms must embrace new mindsets: accounting is a teachable skill,...
The Future Accountant: Solving the Talent Shortage with Smarter Strategy
Across the profession, CPA firms are confronting an unprecedented challenge: finding and keeping talent. The shortage is no longer cyclical; it is...
Digital Marketing & Automation for Professional Services
In today’s market, growth for professional services firms is inseparable from digital. Whether you are leading an accounting practice, managing a...
How PwC’s New AI-First Training Model Signals a Paradigm Shift in Accounting
PwC’s Bold Move: Fast-Tracking Juniors into Managerial Roles PwC is radically rethinking its approach to new talent, aiming to have junior...
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...
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...
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...
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,...
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...