Can Accounting Firms Stay Independent or Will PE Win?
Is independence still a viable path for accounting firms, or is private equity inevitable? In this insightful conversation, Gary Shamis, founder of...
Gary founded Winding River in 2016 after growing SS&G to the 37th largest firm in the U.S. Now, Gary is working hard to help firms stay viable and win in today's climate.
Table of Contents
Private equity is transforming the accounting industry, reshaping mergers and acquisitions, and presenting both challenges and opportunities for firms of all sizes. In a recent episode of The Accounting Influencers Podcast, Rob Brown sits down with industry leader Gary Shamis to break down the impact of private equity on accounting firms—what’s driving it, how firms can adapt, and why leadership is the key to navigating disruption.
Key takeaways from the discussion include:
🔹 Private equity is a growing force that firms must understand.
🔹 M&A strategies differ significantly from PE-driven deals.
🔹 Middle-market firms hold untapped potential for CPA practices.
🔹 Strong leadership and strategy are essential in times of change.
🔹 Small firms can compete by leveraging their unique strengths.
🔹 Succession planning and partner alignment are critical for long-term success.
Don’t miss this insightful conversation.
Is independence still a viable path for accounting firms, or is private equity inevitable? In this insightful conversation, Gary Shamis, founder of...
1 min read
Gary Shamis' journey from a small $225K CPA firm to a powerhouse worth $100M is nothing short of remarkable. His story offers invaluable lessons for...
4 min read
In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with David Wurtzbacher, Founder and CEO...