Industry: Accounting

M&A activity is surging in the accounting industry — but how can your firm successfully navigate the complexities of M&A without slowing down client service delivery? Join our webinar to hear top M&A strategies and best practices from Tom Koehler, Global Managing Principal of Accounting and Consulting at Intapp, Jey Purushotham, Practice Group Leader for Risk and Compliance at Intapp, and industry leader Allan Koltin, CEO of Koltin Consulting Group. Review the latest trends in private equity investment Learn how to overcome independence and compliance challenges Discuss the implications of the “flip” — i.e., the recent trend of accounting firms transitioning from one private equity owner to another, as exemplified by Citrin Cooperman’s ownership transfer from New Mountain Capital to Blackstone Explore the needs of firms not pursuing private equity investment

Learn how to increase user adoption in accounting and consulting firms with insights from Intapp client success stories and proven strategies.

The accounting industry is fundamentally changing, partially driven by the uptick in Mergers & Acquisitions (M&A) activities in the past several years. Crete Professionals Alliance (“Crete PA”) established itself in 2023 to create an alternative to the traditional exit options for accounting and professional services firm owners. Crete PA partners with firms across the country to complement their existing strengths and support their future growth. Its structure supports local leadership, local brands, and local cultures while providing access to its national back-office resources and financial backing. Crete PA makes investments in the non-attest businesses of accounting firms, all of which adopt an alternative practice structure.

DealCloud has transformed the way that we run our business. It has become the core part of everything we do, from monitoring prospects to analysing finances and interactions — and, ultimately, managing client projects. The value it has added to our business, and will continue to add in the future, will be a game-changer for us.

Join our program and networking lunch to learn about the upcoming DealCloud release and new capabilities. You’ll also get an exclusive preview of major roadmap themes and features planned for 2025, and learn how DealCloud is positioned to serve new industry use cases in the future.

Join us and your peers at Intapp Amplify for an exclusive sneak preview of the Intapp Collaboration app, built from the ground up to simplify your team’s workflows, enhance your Microsoft investments, and address the unique challenges faced by today’s accounting firms.

In this white paper, we help you identify ways to streamline and demonstrate compliance — so you can both improve your firm’s operations and align your firm’s tech investments with private equity buyers’ interests.

Jey Purushotham, Compliance Practice Group Leader at Intapp, contributed to an article on what’s behind the combinations happening among accounting firms for Middle Market Growth’s special edition Outlook Report. His commentary focuses on the importance, and complexities, of maintaining independence when accounting firms take on private equity investment.

With Intapp Collaboration, accounting firm AAB is able to onboard new acquisitions quicker, drive more cross-collaboration, and better manage documents and workflows.