A Private Equity Fund Bought Your Accounting Firm: Now What?

A Private Equity Fund Bought Your Accounting Firm: Now What?

By Thomas Ruggie

Published in Kiplinger Sept. 3, 2024

With one in three accounting firms set to be at least partially owned by private equity funds, it’s likely that changes are coming to the accounting industry. And as new management shakes up how these firms operate, clients may find themselves struggling to navigate what these changes mean for their relationship with their accountants.

Because that client-accountant interaction is often personal and financially intimate, clients should be proactive and not afraid to push for the answers they need.

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Jeff Harris

Tech Entrepreneur w/ 9-digit Exit | Global Workforce Expert | Passionate Yacht Rock enthusiast :>

6 个月

Great article! Thanks for sharing, Tom!

Dan Brooks, CFEd?, CLTC?

President, Xexis Private Wealth, LLC

6 个月

Well done Tom!

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