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Timely Articles on Growth Strategy and Creating Partnerships

Firm Growth

PE Disruption

PE Disruption in Accounting: What Leaders Need to Know

Private equity is transforming the accounting industry, reshaping mergers and acquisitions, and presenting both challenges and opportunities for...

staying indepndent with PE

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...

navigate the future of accounting

3 min read

Is Your Firm Equipped to Navigate the Future?

As accounting firms gear up for another busy season, there’s one question that leaders should be asking themselves: Is your firm ready to meet the...

From $225K to $100M: The CPA Firm Blueprint for Advisory Services That Scale - Gary Shamis

1 min read

How Gary Shamis Built a $100M CPA Firm: Lessons in Growth, Strategy, and Sustainability

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...

Michael Simpson Brinker

3 min read

Michael Simpson on Leadership, Innovation, and Growth at Brinker Simpson

In this episode of Making Waves, host David Toth connects with Michael Simpson, Managing Partner of Brinker Simpson, a $14 million firm making...

innovation and strategy

5 min read

Josh Beck on Pairing Innovation with a People-First Strategic Growth

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Josh Beck, Managing Partner at...

talent and technology

4 min read

Making Waves: Ascend CEO David Wurtzbacher On Winning with Talent and Technology

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with David Wurtzbacher, Founder and CEO...

culture and growth

2 min read

Balancing Culture and Growth in Accounting Firms

Accounting firms today face a pivotal decision: pursue aggressive growth or preserve the unique culture that has fueled their success. As firms...

PE History

4 min read

PE Investments Into Accounting Firms: Is History Repeating Itself?

Reprinted with permission from Accounting Today. In recent months, we have seen much written about the growing involvement of private equity firms in...