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Deal or No Deal? The P.E. Dilemma for CPAs | Accounting Influencers

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Leaders must decide whether to follow the money—or protect their independence.
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Accounting Influencers
With Rob Brown

In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (PE) into the industry.

“Would you sell half of your accounting firm to a private equity firm for a billion dollars?” Brown asks. “Because some of the biggest names in our industry already have.”

And they’re not small names. Baker Tilly, the 10th largest U.S. accounting firm, recently sold more than 50% of its business to a private equity firm. Grant Thornton did the same. The motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession.

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Wallace: Cracking the Code on Inclusion | MOVE Like This

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“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.”

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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In this episode of?MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into the core of its culture and strategy. With more than 40 years in public accounting, Jim shares candid insights into how BPM went beyond the “check the box” approach to DEIB by making it a CEO-led initiative from the start. 

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Wallace explains that BPM’s brand promise, “Because People Matter,” isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. DEIB is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. For example, BPM uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. These insights drive changes in programming and support for staff. 
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