Rosenberg Associates Blog
Matt RampeIs 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…
Marc Rosenberg, CPAOur consultants have spent their careers working with CPA firms on succession planning. As experienced specialists, we have seen misunderstandings, confusion and complexities that make succession planning a challenge. Many firms simply don’t know how to get started. I recently sat down with Christyn McHugh, Director of Marketing at Rosenberg Associates. She asked questions that…
Kristen Rampe, CPAWelcome back to our analysis of insights from the Difficult Partner Dynamics Quick Poll conducted in August 2025. If you missed our first blog in this series, catch up here. In this post, we explore how unresolved partner issues affect compensation and, more importantly, look at ways to resolve them. We’ll also share real-life examples…
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…
If you decide to run for political office, is it over when you register? Of course not. You need money, a campaign office, staff, the endorsement of a political party and a strategy. If you want to open a restaurant, is it sufficient to hang out a nice sign and be a good cook? Of…
In full disclosure, I’ll use one of my favorite words to describe what follows. It’s “apocryphal.” It may not have actually happened, but most certainly it could have – and probably does on a regular basis. The CPA profession has been incredibly good to legions of retired partners. Retirees loved their clients who loved them…
This is a true story of a retiring, founding partner of one of the best, most successful firms I have ever had the privilege of working with. His name is Doug Dean of Dean Dorton in Lexington, KY. The firm today has annual revenue exceeding $40M and 260 personnel and has received a continuous stream…
Throughout my 20+ year consulting career, I’ve said this a thousand times: “I’m one firm smarter than the last firm I worked for.” We learn from our clients. It’s that collective accumulation of best practices (and worst practices) and experiences in hundreds of firms that make us valuable consultants to them. We recently worked with…
I’ve had a great career as a management consultant to CPA firms (it’s not over yet!). I love what I do. I’m skilled at it. My expertise is professionally recognized. And oh yeah, the money’s good. But one thing has been lacking – a partner. I have been a “one-man-show” for 20 years. But that…
There are some products that are so iconic and popular that it doesn’t seem possible that their success could ever be in jeopardy. Oreos. The New England Patriots. Microsoft Office. It must be wonderful to own and manage businesses like these that seem to run themselves. CPA firms enjoy no such advantaged status. THE THREE…
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