The preeminent question on many firm leaders’ minds these days seems simple: To PE, or not to PE?
But nothing is ever simple, let alone a question that will determine the future of your firm and everyone who works in it. The decision to pursue private equity investment — or investment from any of the many other strategic partners that are starting to display an interest in the accounting profession — or to remain independent, is multifaceted, and with a huge range of different factors to work into the calculus.
The accounting firm leaders and deal-makers who spoke at Accounting Today’s second annual PE Summit, held in mid-November in Chicago, explored all of these issues and more; below are 13 key takeaways from the event, on everything from how to determine what kind of deal you should take (if any), to how to remain independent, to how to get your partners and your staff on board with whatever decision you make in the end.
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