52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells

In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape!   In this episode, you will be able to: Understand the role of private equity in driving growth and how firms like Citrin Cooperman have successfully navigated PE-backed transformations. Identify key strategies for preparing your firm for M&A or private equity deals, including operational and cultural readiness. Explore the benefits of offshoring as a tool to improve staff retention, enhance efficiency, and boost profitability. Learn how to position your firm as a platform for growth, with insights into what makes a firm attractive to PE investors. Gain insights into the future of the accounting industry, including trends in consolidation, advisory service expansion, and public company transactions.   #PrivateEquity #AccountingIndustry #CitrinCooperman #MergersAndAcquisitions #Offshoring #BusinessGrowth #CPAInsights #FutureOfAccounting