Posts by Matt Rampe
Private equity has accelerated its investments in accounting firms in recent years and entered the collective consciousness of our industry. However, while PE is on the lips of many managing partners, many still have questions about what it’s really like. My goal is to give you a peek behind the PE curtain based on our…
Since becoming a certified coach a decade ago, the start of the year has become a natural time for my clients and me – to reflect on what’s just passed and to set intentions for what’s ahead. When I coach managing partners, I like to ask them three specific questions to help them learn from…
A firm I worked with this year said, “We have a pay-equal partner compensation system, and the cracks are starting to show! No one is taking advantage of it, but it is frustrating the high performers, and I have no leverage to improve my lower-performing partners. I want a comp system that rewards performance. How…
Originally featured in Accounting Today. I’ve been crisscrossing the country this year, doing strategic planning with CPA firms from California to Delaware and from Minnesota to Louisiana. I worked with firms of all sizes; most were in the Top 500. Here’s what I learned from working with these firms: On Partner Alignment At several firms,…
Matt Rampe, ASA, PCC, is about to add “author” to his already impressive list of talents. His debut book, CPA Firm Strategic Planning: Your Roadmap for Long-Term Success, covers Rosenberg Associates’ 5i strategic planning process, along with insights, case studies, and practical implementation tips. Leading up to the book’s official release on Oct. 22, 2025,…
Is private equity an asset or a detriment to staff? In June, Rosenberg Associates collaborated with INSIDE Public Accounting to research the impact private equity is having on the accounting industry. We got a robust 163 responses from mostly senior firm leaders representing firms of all sizes. I revisited that dataset to find out how…
We’ve had the pleasure of working closely with a firm over the past several years. This case study illustrates their issues, our approach, and the outcomes. We hope that this helps other firms see what the path to growth and sustainable success can look like. Initial Situation When we first met the three partners of…
Originally featured in Accounting Today. Many CPA firms struggle to raise pricing and remove problematic clients. It may get brushed off as “no big deal,” but ignoring pricing and client mix harms the firm in significant ways: less revenue equals less growth and lower ability to pay staff well, lower profits for partners or capital…
INSIDE Public Accounting and Rosenberg Associates conducted a survey to gather perspectives from professionals across the accounting profession on the growing influence of private equity (PE). The survey respondents provided insight into how those at the helm experience and interpret this significant shift within the profession. View the full IPA Insights June preview. The following are Matt…
Private equity is becoming a regular topic of conversation for CPA firms of almost all sizes. But as we get deeper into PE’s entrance into the industry, it’s becoming clear that not all firms want to adopt the PE model. PE is raising the competitive bar for CPA firms, and firms that wish to remain…
Matt Rampe
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