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...
Growth Strategy
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...
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...
Why Strategic Planning Isn’t Optional for Growth-Minded Firms
Real growth doesn’t happen by accident, and it doesn’t happen alone.
Integrating Acquisitions: A 5-Step Framework for Successful Accounting Firm M&A
Mergers and acquisitions have become a common growth strategy in the mid-market accounting space. Whether the goal is to expand into a new geographic...
How State CPA Licensure Changes May Reshape Your Firm's Future
Illinois has just passed sweeping changes to its CPA licensure requirements. These updates, finalized this week, join the momentum of over a dozen...
Private Equity’s New Playbook: Cultivating Culture for Long-Term Growth
The cultural quotient is no longer optional—it’s fundamental.
What’s Your Growth Strategy for the Next 12 Months?
Organic, Acquisition, or PE-Backed—Which Path Will You Choose?