Rosenberg Associates Blog
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…
Originally published in Accounting Today. Partners at firms that have chosen to remain independent are now asking whether a firm’s internal buyout multiple should be adjusted. Some believe the multiple should be increased to reflect the additional value that could be captured by selling externally to private equity (PE) or through a traditional sale to…
Rosenberg Associates’ most-read blogs of 2025 reveal a profession at an inflection point: firms are grappling with private equity, leadership dynamics, talent, and pricing. These blogs paint a picture of what’s top-of-mind for forward-looking firm leaders as they sharpen their strategies, stay competitive, and increase profitability. Our knowledgeable team authored these blogs that sparked interest and…
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…
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…
Originally featured in Accounting Today. Many small and midsized firms are seeking a sounding board for the myriad calls they are getting from private equity firms and others seeking to acquire accounting practices. They’re exhausted. And the ongoing barrage continues to add pressure for firms to make a call on whether or not they should…
If you keep abreast of CPA industry news, you are well aware that not a week goes by without an announcement about firms being acquired, merged, or rolled into another CPA firm, almost all fueled by private equity (PE) in some manner. Our blog in December 2024 addressed some of the pros and cons of…
Private equity (PE) is moving into the accounting industry, elevating pressure on firms large and small to consider their next move. While direct investments in larger firms began several years ago, PE is now active and likely to keep expanding with targets in the mid-sized firms and even smaller ones (under $30M). To determine whether…
Ashley Aponte is a Consulting Associate at Rosenberg Associates, where she helps the consulting team deliver exceptional client service. She has extensive experience in the accounting industry and a background in performing administrative, accounting, and project management tasks in small to medium-sized CPA firms. The partner meetings have gone great, the book of business looks…
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