Prosperity Partners CEO Jeremy Dubow on LumiQ Podcast! (part one of two)

A Case Study on the Accounting & Private Equity Firm Partnership: Part 1

How Two Accounting Firms Became Involved With Private Equity to Reach New Levels of Growth

In the first episode of this two-part series, LumiQ delves into the journeys of Prosperity Partners and Smith + Howard, two accounting firms striving for unprecedented transformation and growth. How do they plan to do it? Through strategic partnerships with two private equity firms: Unity and Broad Sky Partners. Allan Koltin, CEO of Koltin Consulting Group, a leading M&A consultant in the accounting sector, also joins to offer unique insights into the significant changes that have swept through this industry over the past three years. He sheds light on the emerging trend of PE partnerships with accounting firms and the intricate processes involved.

In this episode, they cover:

• The challenges both accounting firms faced in talent acquisition and technology adoption
• The benefits and solutions that PE was able to offer to Prosperity Partners and Smith + Howard
• The different categories of accounting firms and their readiness for a PE partnership