pe

ruparel: boost productivity by 3x | big 4 transparency

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equity pathways, training, and culture—not payouts—will determine which firms thrive in the pe era.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

brace yourself: revenue per employee is projected to grow 2.7 times over the next decade, while 87% of the workforce will have less than 10 years of experience by 2035.

that dual pressure, nishaad ruparel, president of private equity-backed ascend, tells dom piscopo in today’s episode of big4 transparency, demands a rethinking of ownership, training, and culture across the profession. and it’s why the most progressive firms are not grabbing payouts—they’re betting on equity pathways, people-first strategy, and selective centralization to compete in the pe era.

more dominic piscopo | more private equity | more pay & compensation

“these firms are looking at their clients and saying, ‘i’ve served this market for 50 years – how do i keep doing that in a way that’s synonymous with excellence?’” ruparel explains. “then they look at their people, at their deep bench, and ask how they can secure their future. and they realize: the cost of independence is rising fast.” 

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jeremy vokt: why bland & associates said “no” to private equity and “yes” to esops | move like this

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employee ownership gave the firm a growth path on its own terms.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, jeremy vokt, managing partner at bland & associates, discusses the firm’s journey to becoming nebraska’s first esop-owned cpa firm. vokt shares how bland evolved from a small 17-person firm in 2006 to a thriving 130-person business today, thanks in part to its unique blend of traditional cpa services and specialized government consulting work focused on medicare and medicaid compliance. 

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vokt walks through the fundamentals of an employee stock ownership plan (esop), explaining that it’s similar to a 401(k) but without employee contributions. instead, employees are allocated shares annually based on their compensation, which grow in value over time through third-party valuations. this approach creates an ownership culture from day one for every employee – from the front desk to the managing partner – without the typical 15- to 20-year wait to buy into ownership. 
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may: build a cas-fueled powerhouse | big 4 transparency

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“cas gets stronger as tech gets better. the market’s expanding, not shrinking.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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

big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

in this episode of big 4 transparency, matthew may, former co-founder of acuity and now cas leader at sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. speaking with host dominic piscopo, may details how acuity, alongside other firms, became part of a growing national platform backed by dfw capital, and why he believes client accounting services (cas) will soon eclipse audit. 

more dominic piscopo | more pay & compensation | more cas

the seeds of the sorren platform were planted in a bdo alliance roundtable where six firms fantasized about joining forces. that vision crystallized when dfw capital, with a thesis to invest $100m in the space, entered the picture. from there, may and his partners at acuity ran a rigorous process, engaging investment bankers to evaluate 250 potential paths, leading to 11 indications of interest (iois), seven in-person meetings, and five formal offers. the decision to join sorren wasn’t about cashing out – it was about autonomy, cultural fit, and the chance to help shape a future-focused firm from the ground up. 

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why p.e. is winning the talent wars | accounting influencers

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pe-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

accounting influencers
with rob brown

private equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. a staggering 70% of top performers at traditional firms say they would move to a pe-backed competitor right now if given the chance, according to new industry insights.

and it’s not just about bigger paychecks. private equity firms have zeroed in on what motivates high performers — opportunity, impact, and accelerated growth — and are building career models to match.

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