“our partners have articulate minds, and that’s what we want to be demonstrated by any new appointees.” meaning, can they hold their own intellectually in more senior circles?
how would they then behave when meeting with other senior executives as a contemporary of theirs? read more →
candy bellau didn’t set out to build a firm that could operate without her. but her hand was forced when her mother became ill.
“i kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just absorbed the client work i was doing,” bellau recalls.
her team at kramerica business solutions not only maintained the business but made it better. “they did things that were so much better, and they looked out for me,” bellau says.
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.
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.”
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 →