In an era of rapid innovation and shifting client expectations, accounting firms face unprecedented challenges—and opportunities—for growth. This session will explore strategies and best practices to help firms thrive, from leveraging cutting-edge technology and expanding services to forming strategic partnerships and enhancing client value.  

Discover how to define growth on your own terms, balance short-term wins with long-term sustainability, and implement actionable tactics like mergers, acquisitions, and targeted marketing. Join industry leaders to learn how firms are adapting to stay competitive and position themselves for lasting success.  

In the past five years, Kristen Keats and Martin Moll have founded, invested in, or purchased six companies. They experienced a successful 7-figure exit and their current portfolio of companies gross over $10MM annually. This is their story of how they turned a 25 year friendship into a fruitful business partnership. Get ready to laugh, cry and learn how to harness the power of partnership for yourself. 

What you’ll learn:

• Partnerships are powerful. How do you ensure you are in a healthy partnership that allows you to go farther, faster?
• If you are part of a partnership, how can you tell if it’s working?
• If you don’t have a partnership, how do you find your people.