Steve Shein

In this conversation, Steve Shein, co-founder of Franklin Alliance, shares his insights into alternative ownership models for boutique accounting firms. He highlights the alliance model as a way for smaller firms to thrive without losing their independence. The discussion touches on the unique challenges these firms face amid private equity influences and the importance of patient capital and reinvestment for long-term growth. Steve also shares success stories of multi-generational firms maintaining their identity while evolving through tailored support and technology-driven solutions.