AAM MINUTE
September 2024: The Marketer’s Guide to Navigating M&A and PE
Beginner’s Guide: It seems like every other week there is a new announcement about a merger or acquisition happening in the accounting industry. As mergers and acquisitions (M&A) becomes increasingly more frequent, marketers are responsible for ensuring a seamless digital transition. This transition often has the potential to make or break the success of the merger. But if you’re new to the industry or this is your first merger, where should you even start?
Seasoned Marketer: When transitioning from a small accounting firm to a larger firm, one of the most significant changes you’ll encounter is the sophistication and rigor of metrics and reporting. Eager to learn more? This article outlines various metrics and enhanced tools one may experience when moving to a large firm.
Business Development: The public accounting industry is experiencing a growing influx of private equity (PE) investments, which is reshaping business development, marketing and growth functions within accounting firms. Click here to learn more about the increased pressure and opportunities for growth professionals as firms shift towards a more cohesive business model driven by PE capital and technology investments.
Meet a Member: This month’s Meet a Member features Olivia Collins, Marketing Manager at Forvis Mazars LLP. Click here to learn about Olivia’s experience being part of a recent merger, her “must know” for new accounting marketers, and more!
Articles of Interest: It seems like we hear about another merger or acquisition in the professional services space every day. These are not just transactions that add to the bottom line; they are strategic steps that redefine a firm’s market position and broaden its capabilities. By keeping ourselves updated about these advancements, we can better understand the opportunities and challenges that will shape the future of our industry. Be sure to read the seven educational articles and learn about the best communication practices firms can utilize during mergers and acquisitions.
August New Members
Amy Maule, Williams & Company PC
Arin Russell, ClearlyRated
Carissa Bayne-Schmidt, Williams & Company PC
Colleen Hanson, One North
Jason Muhlstein, Wipfli, LLP
Kelsea Balde, Anthem Strategists
Mark Gaydos, MarketingMindset LLC
Mark Jamnik, Kindred Growth
Megan Briggs, Councilor, Buchanan & Mitchell
Melisa Galasso, Galasso Learning Solutions
Pat Cotter, Sweeney Conrad, PS
Rebecka Valente, Miller Kaplan
Samantha Ehlenbach, Williams & Company PC
Tiffany Orth, LBMC
Timothy Allen, MBE CPAs
Tina Moore, Pease Bell CPAs, LLC
Victoria Loudermilk, Harris Tax, Assurance, & Advisory
