For many firms, the decision to pursue private equity is not theoretical; it is a complex leadership conversation that touches every aspect of the firm, from culture and governance to partner economics and long-term strategy. In this session, accounting firm leaders who have evaluated — and in some cases pursued or declined — private equity will share how their leadership teams approached the decision-making process.
Panelists will discuss the internal conversations that shaped their thinking, the questions partners asked, the concerns that surfaced, and the factors that ultimately influenced their direction. This candid, experience-driven discussion will provide attendees with practical insight into how firm leaders are evaluating private equity today — and what they learned along the way, whether they moved forward with a deal or decided to remain independent.
