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Private Equity

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...

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...

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...

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...

staying independent

4 min read

Is Your Firm Ready to Stay Independent?

Reprinted with permission from Accounting Today. Recent years have seen a wave of disruption in the accounting profession. M&A activity has...

header image

6 min read

HD Growth Partners’ Tim Petrey on Scaling a People-First Firm with PE

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Tim Petrey, Managing Partner of HD Growth...

tombarry

3 min read

Remaining Fiercely Independent: GHJ Managing Partner Tom Barry on Strategic Growth

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Tom Barry, Managing Partner of GHJ and MPB |...

Private Equity and Its Intersection with the Accounting Profession

4 min read

Private Equity and Its Intersection with the Accounting Profession

This article is an overview of a panel discussion at Winning Ways, the accounting profession’s only conference on practice management. Recent months...