From Family Firm Roots to a Next-Gen Accounting Platform
AFO|Wealth Management Forward
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Strategic Shifts in Accounting Firm Acquisitions
This chapter explores the evolving strategies for acquiring accounting firms, particularly the transition from targeting micro-sized firms to larger ones with cohesive teams. It discusses the integration challenges posed by technology and the importance of maintaining personal client relationships amid these changes. Additionally, it highlights the role of family office capital in providing patient resources for the accounting industry and the need for a collaborative approach to enhance client value.
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