Strategic Planning That Sticks: How Firms Turn Vision into Daily Discipline
Every year, it plays out the same way.
Growth Strategy
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
The Growth Playbook: Choosing the Right Path for Your Firm’s Future
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....
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...
HubSpot Loop Marketing Isn’t New: Why Marketing Has Always Been a Loop
HubSpot recently introduced its new Loop methodology, positioning it as a fresh approach to how businesses think about marketing and client...
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...
Private Equity Firm Growth Strategy: A Comprehensive Framework for Value Creation
Growth in the private equity (PE) sector requires a disciplined approach that extends far beyond capital deployment. For firms to achieve sustained...
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...
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...
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...
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...