Whitman Transition Advisors LLC’s Post

AARON ADAMSON & ALEX POLAMERO: Are traditional CPA firms stuck in the past? 🤔 In this discussion, Aaron Adamson and Alex Polamero with guest Neil Barrow, delve into the challenges they face in embracing digital transformation. Hesitation to go "full-blown digital" is holding them back from growth. The resistance to change is a massive obstacle they must overcome. Acquisition is a common growth strategy, but it's not a complete solution. Firms need to address bottlenecks in business development to truly evolve. People acquisition is key for handling increased workloads. Acquiring additional talent is essential for scaling operations and meeting client demands. Embracing digital transformation has its rewards. Modern firms have seen a massive increase in qualified leads, opening up new growth opportunities. Challenges come with scaling leads. Partners are stretched thin, unable to handle the influx of new business. How will they adapt to meet the demand? In essence, the discussion uncovers the struggle between modernizing and sticking to tradition in the world of CPA firms. It's time for a change, are you ready to embrace it? #CPA #DigitalTransformation #BusinessDevelopment #GrowWithChange 🚀📈

AARON ADAMSON & ALEX POLAMERO: Are traditional CPA firms stuck in the past? 🤔 In this discussion, Aaron Adamson and Alex Polamero with guest Neil Barrow, delve into the challenges they face in embracing digital transformation. Hesitation to go "full-blown digital" is holding them back from growth. The resistance to change is a massive obstacle they must overcome. Acquisition is a common growth strategy, but it's not a complete solution. Firms need to address bottlenecks in business development to truly evolve. People acquisition is key for handling increased workloads. Acquiring additional talent is essential for scaling operations and meeting client demands. Embracing digital transformation has its rewards. Modern firms have seen a massive increase in qualified leads, opening up new growth opportunities. Challenges come with scaling leads. Partners are stretched thin, unable to handle the influx of new business. How will they adapt to meet the demand? In essence, the discussion uncovers the struggle between modernizing and sticking to tradition in the world of CPA firms. It's time for a change, are you ready to embrace it? #CPA #DigitalTransformation #BusinessDevelopment #GrowWithChange 🚀📈

Explore the US Deals 2024 outlook to learn more about the key deal drivers PwC is seeing in the market and what trends you should keep in mind. The report also includes sector-specific insights relevant to your industry. https://lnkd.in/g3vjYFCm

In the complex landscape of business growth and market expansion, pricing strategy emerges as a pivotal element for success. However, common missteps in pricing can severely hinder a company's potential. Here is a primer unveiling the top pricing mistakes that many private equity-backed middle market companies make. #pricingstrategy #privateequity #middlemarket #consulting #businessgrowth #gtmstrategy #revenuegrowth

After the decline in deal activity, hitting a low in mid-2023, the M&A market has been slowly rebounding. Advisors are suggesting that investors accept the new normal and take advantage of being at the bottom of the M&A cycle. PwC’s recently released US Deal 2024 Midyear Outlook sheds light on key trends and opportunities. Here are some takeaways: 1. Market Resilience: Despite uncertainties, the deal market outlook is positive. Companies are actively seeking growth through strategic transactions and dealmaking during the bottom of the M&A cycle can generate returns that are over three times higher than regular investments in organic growth. 2. Undervalued Gems: Diligence should be the compass. It helps uncover hidden gems—those undervalued targets with untapped potential. 3. Tech-Driven Insights: Data analytics and AI play pivotal roles. They help to identify patterns, assess synergies, and make informed decisions. Remember, successful deals aren’t just about closing transactions; they’re about creating lasting value. Let’s stay diligent, explore synergies, and unlock opportunities together! #DealMarket #TeamCentri

The warning signs are multiplying   🎤Discover the point of view of Florent Berckmans, Strategy & Operations Partner at EIGHT ADVISORY in the article published by Les Echos Capital Finance.   #EightAdvisoryExperience #ValueCreation #ActingLocally #ReachingGlobally

Deloitte’s and Dallas’ own Dan Odom notes the strong underlying fundamentals of businesses developed in Dallas is leading to higher #Exit value relative to other organizations. Explore how the market is heating up.

In this article, Eduardo Díaz Uriarte and Enrique Baranda discuss the strategies employed to create value in mid-market portfolio companies amidst economic pressure and uncertainty. #PrivateEquity #BusinessTransformation

In this article, Eduardo Díaz Uriarte and Enrique Baranda discuss the strategies employed to create value in mid-market portfolio companies amidst economic pressure and uncertainty. #PrivateEquity #BusinessTransformation

In this article, Eduardo Díaz Uriarte and Enrique Baranda discuss the strategies employed to create value in mid-market portfolio companies amidst economic pressure and uncertainty. #PrivateEquity #BusinessTransformation