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...
Private Equity
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...
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...
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?
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...
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...