When Private Equity Blows Up the CPA Partnership

A new financial model changes everything – from competing for clients and talent, to planning for growth and governance.

By Dom Esposito and Anthony Zecca

With EisnerAmper’s sale of a stake in the firm to private equity investors, many CPA firms may be mulling the same difficult questions, such as:

Esposito and Zecca
  • How does this change our strategic roadmap?
  • What steps should we take if we want to position the firm for a private equity investment?
  • How can we compete in a future without a private equity investment?

MORE on PRIVATE EQUITY for CPA FIRMS: Analysis by Esposito and Zecca: Private Equity the New Source of Growth Capital for CPA Firms?  |  Analysis by Esposito and Zecca: How Outside Capital Will Remake CPA Firms  |  Exclusive:  CEO Charly Weinstein Explains the Private Equity Deal   |   Flash Briefing Webinar: A “Call to Arms” after Eisner Private Equity Deal, with Dom Esposito and Anthony Zecca   |  EisnerAmper Gets Private Equity Backing |

Esposito is author of “8 Steps to Great: Driving Success at the World’s Largest CPA Firms And How to Apply the Lessons at Firms of All Sizes.” More by Dom Esposito here.

Zecca is the author of “Leading from the Edge – The New Growth Handbook with Bonus Toolkit.” More by Anthony Zecca here.

Editor’s Note: Dom Esposito passed away shortly after this article was completed. More about his life and career here.

The question is: Where do you go from here?