Episode 105

PE Disruption in Accounting: What Leaders Need to Know

In this episode,, Rob Brown and Gary Shamis delve into the impact of private equity on the accounting industry, exploring its rise, implications for mergers and acquisitions, and the challenges faced by smaller firms. They discuss the role of leadership in navigating disruption and highlight the opportunities available in the current accounting landscape, particularly for middle-market firms.

Key Takeaways

  • Private equity is reshaping the accounting industry globally.
  • M&A and private equity offer different challenges and opportunities.
  • Leadership and strategy are critical in navigating PE disruption.
  • Middle-market firms present untapped opportunities for CPA practices.
  • Firms must understand PE motivations: profitability and exit strategies.
  • Small firms can leverage their unique value to compete effectively.
  • Succession planning and partner alignment remain vital.

Killer Quotes

  • "Private equity is a force that can’t be ignored."
  • "Middle-market opportunities are better than ever."
  • "Leadership is the backbone of firm resilience."
  • "Succession planning ensures your firm’s future."
  • "M&A strategies differ greatly from PE approaches."
  • "Small firms can thrive with the right strategy."
  • "Private equity's goal is simple: maximize profits."

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/yc_a-jhG04s

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

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About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.