today's features

pe deal tracker update: alan whitman plants a flag in the private equity landscape

tracker surges into 2026 with more than 200 transactions.

in january alone, dozens of private-equity-backed deals surfaced — more than a quarter of all 12 months last year. and it hasn’t slowed down yet.
alan whitman, speaking to 卡塔尔世界杯常规比赛时间’ rory henry. full video interview here

by 卡塔尔世界杯常规比赛时间 research
cornerstone reports

former baker tilly ceo alan whitman is returning to the center of accounting’s private equity vortex with a new mandate and a new sponsor, taking the helm of a newly capitalized triple-threat cpa firm, insurance agency, and transaction consultancy.

more alan whitman: breaking the mold with pe backing | holistic guide | whitman: build culture on ‘progress,’ not change |moss adams-baker tilly merger: bigger isn’t better. better is better.rory henry and the holistic guide to wealth managementcornerstone reports private equity

in the new edition of the 卡塔尔世界杯常规比赛时间 pe deal tracker™, madison dearborn partners, the chicago-based private equity firm, founded in 1992 and managing more than $28 billion in assets, is backing the combination of nichols cauley, a georgia-based cpa firm, with partners risk services and jgh consulting in a three-entity formation designed not as a tuck-in acquisition but as an integrated advisory foundation from inception.

at nichols, an eight-office regional leader, whitman may be inventing more than the next generation of cpa firms. it could be a new breed.  “it’s going to be a lot of fun scaling a new product,” whitman tells 卡塔尔世界杯常规比赛时间’ rory henry in the latest episode of the holitic guide to wealth management. “it’s kind of a new category in the space.”

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fourteen components to your firm’s strategic plan

execute it; don’t let it sit on a shelf.

by domenick j. esposito
8 steps to great

many cpa firms do not have a living, breathing strategic plan that enables them to successfully navigate through their next two or three years.

more by domenick j. esposito
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

that in and of itself is not very surprising because most cpa firms are basically small and midsized businesses with the same generational challenges faced by most small and midsized family and privately owned operating companies. read more →

the people side of cas

smiling woman standing at end of table, speaking with three seated colleagues

how to build a thriving team and culture.

by hitendra patil
client accounting services: the definitive success guide

client advisory services is fundamentally driven by people. while technology and automation streamline workflows and improve insights, people are the defining edge of any cas practice. behind every strategic financial recommendation, dashboard insight and advisory conversation is a skilled professional ready to serve, solve and lead.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

technology and tools can only take you so far. it’s your people who bring advisory to life. in this post, we look at the human capital behind every successful cas practice. you will discover how to cultivate advisory skills, train existing staff to think strategically, recruitment and retention strategies, and structure your team to support sustainable growth. most importantly, you will learn how to foster a firm culture that values insight, curiosity and proactive client impact.
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alan whitman: breaking the mold with pe backing | holistic guide

ex-baker tilly ceo takes helm at a new “category” of cpa firm.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

when cpa firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.

but alan whitman, the ex-baker tilly ceo and newly named ceo of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale.

more alan whitman plants a flag in the private equity landscapewhitman: build culture on ‘progress,’ not change | moss adams-baker tilly merger: bigger isn’t better. better is better.rory henry and the holistic guide to wealth managementthe holistic guide to wealth management |

5 advis-ror® takeaways

  1. growth requires a mindset before metrics. sustainable scale comes from changing how a firm thinks and operates, not just from chasing revenue, headcount, or deal volume.
  2. strategy is about direction, not activity. conferences, outreach, and initiatives only matter when they clearly support how the firm wants to be seen and who it is built to serve.
  3. systems enable people to scale. communication, sales, and talent engines allow firms to grow without relying on individual effort or burnout.
  4. language creates alignment. clarity about who the firm is and what it does helps teams make consistent decisions and reduces confusion as the organization expands.
  5. leadership demands clarity over hope. early success may come from hustle and hope, but long-term growth requires intentional structure, accountability, and shared understanding.

this episode of afo wealth management forward was recorded shortly before the public announcement of a new professional services platform that combines accounting and advisory firm nichols cauley with insurance brokerage partners risk services and transaction advisory firm jgh consulting. the new platform is supported by a strategic investment from private equity investment firm madison dearborn partners. whitman was named ceo of the combined platform.  widely known for his role in helping scale baker tilly into a national firm, whitman says his leadership mindset is focused less on outcomes and more on the conditions that enabled growth.

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