shein: no pe? no m&a? no problem | the disruptors

there’s more than one way to scale.

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the disruptors
with liz farr

steve shein thought small accounting firms need a different option than private equity or the traditional m&a route. so he founded franklin alliance, which operates differently from either of those models.

unlike traditional private equity models that typically focus on cost reduction and mandate immediate process changes, franklin alliance operates as an investment partner with a fundamentally different structure. “we’re trying to build this intentionally, with the goal of being a differentiated partner, specifically for small firm owners who care about things like culture, autonomy, and their firm identity,” shein explains.

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“we built this platform as an operating company specifically so we’re not a fund,” shein explains. “it’s backed by venture capital and family offices, which basically means that the profile of the investors that we’ve taken capital from has a longer-term time horizon.”

this structure enables what shein calls a “culture of growth rather than a kind of cost rationalization,” which is a better fit for many small firms. the approach contrasts with acquisitions by regional firms, where acquired firms are generally forced to adopt new processes, workflows, and technology within 90 days.

posted on october 21, 2025

liz farr

about the author

liz farr, cpa, is a special contributor to 卡塔尔世界杯常规比赛时间, bringing an insider's clear-eyed view of the tax and accounting business and a passion for advancing the profession.

she's the host of the hit 卡塔尔世界杯常规比赛时间 podcast series "the disruptors," available everywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

as founder and proprietor of farr communications, she is the secret weapon that her clients use to get their messages out. she has written blog posts, web content, articles, white papers, case studies and books for accountants and accounting tech companies. her specialty is ghostwriting for coaches and consultants who want to move accountants into the future. she can bridge the gap between the dream these visionaries have for the future and the mindset and reality that today’s accountants are living in.

five of her past and current clients have been named to accounting today’s annual list of 100 most influential in accounting. she has written under her name for the journal of accountancy, intuit’s firm of the future blog and accountingweb. she has also appeared in forbes, cfo.com, and accounting today.

farr has a broad educational background, studying biochemistry at the university of munster, germany, and obtained her bachelor's degree as a double major in biochemistry and german at the university of new mexico. she also studied german, spanish, computer science and linguistics at the university of wisconsin-madison and continued her studies in linguistics at the university of washington. she earned her master's degree in accounting in 2004 from the robert o. anderson school of management at the university of new mexico, qualifying as a licensed cpa in 2005.

professionally, liz began as a tax preparer at h&r block before working at several local cpa firms in the albuquerque, n.m. area. at her last assignment as a tax manager, she helped a team develop streamlined processes for getting tax returns out faster and more accurately.

after spending 15 years working as an accountant in the albuquerque, n.m., area, she traded in her ten-key for a pen and has been writing full time since 2018.

she can be contacted at farr communications.

when she’s not writing or studying the accounting business, she’s hiking or skiing in the mountains of new mexico.

click here for more by liz farr

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_selres_start">?</span>poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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