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Driving Enhanced Exit Multiples in CPA Roll-Ups: How Tech Integration Impacts IRR and Mitigates Deal Risks
Executive Summary The Pace of Consolidation Is Only Increasing PE-backed consolidation in the accounting profession is accelerating, with platforms acquiring regional and niche CPA firms at an unprecedented pace. But…
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De-Risking CPA Firm M&A: How a Proven IT Playbook Accelerates Value Creation
The Rising Stakes of CPA Firm M&A M&A has increasingly become an important lever of growth for CPA firms. M&A activity in the accounting sector has accelerated in 2025, with…
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From Roll-Ups to AI-Powered Platforms: How Technology and AI Are Redefining CPA Firm Value
Private equity-led consolidation is reshaping the accounting profession. Technology, once a back-office function, has become the core engine of value creation. For consolidators like Ascend Together, Springline Advisory and Platform…
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From Hype to Help: How CPA Firms Can Actually Use AI Today
AI is quickly becoming one of the most talked-about technologies in the accounting profession — and for good reason. As pressure mounts on CPA firms to increase efficiency, manage talent…
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Five Insights from Our Experience Using Microsoft 365 Copilot
In its rush to translate GenAI into reality, Microsoft has applied Copilot terminology to practically all its GenAI offering–from Azure to GitHub to Office. This blog focuses squarely on Microsoft…
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Redefining The MSP Human-Centric Client Experience In An Era Of Chatbots
AI and other new technologies are reshaping our landscape; not a day goes by that you don’t hear headline-grabbing news about machines overtaking humans. However, from the client’s point of…
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CPA Firm of the Future – Is your Infrastructure Ready? 3 Things to Consider
1. Tech intensity is key for firms to adapt and thrive CPA firms today are navigating several common challenges as they seek to expand their advisory services through organic growth,…
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Microsoft Inspire: Key Takeaways from Day 1
While we miss the buzz and adhoc interactions with likeminded partners working in equal earnest to position themselves for the ever-expanding digital transformation opportunity, this year’s Inspire started off on…
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Microsoft Windows Virtual Desktop Is Now Azure Virtual Desktop (AVD)
Windows Virtual Desktop to Azure Virtual Desktop: Is it just rebranding or something more? Ahead of next month’s Inspire conference (Microsoft’s annual partnership event), Microsoft recently announced a rebranding of…
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“Partnership”: The Most Overhyped Concept Amongst Service Providers
In looking at the marketing collateral for most service providers, one cannot help but notice that the “partner” keyword is sprinkled across quite a few places. Yet rarely does one…
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The Key to an Effective Client-MSP Partnership
In my discussions with our clients, I often hear that we are a “seamless extension of their IT”, not a replacement. This is especially gratifying given the increasingly complex and…
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Key Takeaways from Microsoft Inspire 2020
With the world going virtual, this year’s Microsoft Inspire was no exception. The format spanned the entire gamut of Microsoft’s leadership in their virtual home offices with Microsoft leveraging its…
