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INSIGHTS

Private Equity

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...

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Private Equity’s New Playbook: Cultivating Culture for Long-Term Growth

The cultural quotient is no longer optional—it’s fundamental.

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What’s Your Growth Strategy for the Next 12 Months?

Organic, Acquisition, or PE-Backed—Which Path Will You Choose?

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The Firm of 2030: Creating a High-Value Practice

The accounting firm of 2030 will look drastically different than the firm of today. Compliance work will be largely automated. Advisory services will...

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Battling Decision Fatigue: A Strategic Advantage for Accounting, Investment Banking, and Private Equity Leaders

In the high-pressure world of accounting, investment banking, and private equity, leaders make hundreds of decisions each day — some small, others...

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