Private equity

Allan Koltin envisions three scenarios for accounting firms going forward.

Whitman Transition Advisors CEO Phil Whitman presented an update on the hot topic of private equity landscape at the Accountants Club of America.

The recent trend toward private equity firms rushing to buy or invest in accounting firms may have unexpected consequences.

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

The independent investment advisory firm that spun off from RSM US earlier this year is buying Cherry Bekaert's wealth management business.

The Regional Leader received an undisclosed amount of funding from Broad Sky Partners.

With strong revenues and plenty of work to do, firms are putting off critical changes, says consultant Allan Koltin.

Private equity firms have been doing more investment deals in the accounting profession lately, causing some firms to restructure their practices, and they've needed advice from law firms on how to set up their attest practices in a way that doesn't run afoul of regulators.

Baker Tilly US entered the Southwest by adding Henry+Horne; and EisnerAmper expanded to Southern California by merging in Lindsay & Brownell.