A Private Equity Fund Bought Your Accounting Firm: Now What?
Tom Ruggie, ChFC?, CFP?
Founder & CEO Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, & Ruggie Wealth Management
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.
Tech Entrepreneur w/ 9-digit Exit | Global Workforce Expert | Passionate Yacht Rock enthusiast :>
6 个月Great article! Thanks for sharing, Tom!
President, Xexis Private Wealth, LLC
6 个月Well done Tom!