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.

With private equity ownership expected to impact the accounting industry, it's important to understand how these changes could influence your relationship with your accountant. If you have any questions or would like to learn more, we're available to assist you. Click below to schedule a consultation, and we can discuss how these developments may relate to your specific financial situation.