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...
Growth Strategy
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...
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
Updated August 20, 2025: Illinois Governor JB Pritzker has officially signed House Bill 2459, creating two additional CPA licensure pathways in the...
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?