Best of M&A, AI, and Storytelling : Technology, Trends, and Transformations

In this best of episode, Rory highlights standout conversations from 2024, featuring industry leaders and innovators. Discover insights from Allan Koltin on the future of accounting, including the rise of private equity and potential IPOs for accounting firms. Hear Chris Tabb break down the three key assessments every business owner should consider for value acceleration: attractiveness, owner readiness, and financial preparedness. Learn how Robert Kirk leverages behavioral data to personalize client communications and how Jody Padar envisions the CPA firm of 2030 evolving with private equity and AI. This episode also features moments from Nate Hoskins, Trevor Greenway, and others, exploring how storytelling, data-driven decisions, and leadership development are reshaping how we work with clients. Are you curious about how emerging technologies and trends are redefining professional services? Want actionable strategies to navigate the evolving landscape of accounting and wealth management? Find out the answers to these questions and more in this best-of compilation 2024.