Should Your Firm Consider Private Equity?

The question that a lot of firms ask is, "Will the Private Equity model hold out?" and should we, as firm owners, consider it?

When Baker Tilly North America announced this year that PE investment would split Baker Tilly into two separate firms, an advisory firm and a compliance firm, we got a glimpse into how the future of Private Equity was going to be structured for the accounting profession.

As more and more Private Equity money enters the profession and consolidators start to codify what they are looking for in the firms they wish to buy.

In this session, we're going to look at four different areas for you and your firm and which Private Equity models have succeeded and failed over the last 20 years.


In this Private Equity Masterclass you will discover:

  • What the most common model is for accounting firms today
  • How to assess if external investment is right for your firm


You'll takeaway a simple framework for assessing whether you should entertain or even go in search of investors to take your firm onto the next stage of its development.

This masterclasses are not just theoretical; it is packed with real-world insights and actionable strategies. 

This masterclass is tailored to provide you with clear, actionable insights that will give you an edge over your competition.

Over the 60-minute sessions, you will discover:

1. The criteria Private Equity consolidators are looking for in acquiring firms

2. Whether your firm is ‘desirable to be acquirable’

Transform Your Firm's Future and discover this informative session on Private Equity.

Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

60-Minute Private Equity Masterclass

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    Is Private Equity Right for Your Firm?

    • Is Private Equity Right for Your Firm?