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Behind the Numbers Q&A
Manage episode 516068056 series 3671706
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In this Q&A edition, Rob Brown and IPA’s Executive Director, Chelsea Summers, unpack the questions firm leaders are asking right now and what the data actually shows.
They cover:
- Turnover at PE-backed firms vs. non-PE firms among the IPA 100 (and what culture amplifies—not replaces).
- Independence without outside capital: why clarity, pricing discipline and client selection matter.
- Offshoring and nearshoring: the rise of Latin America, hybrid teams and why 93% of the largest firms plan to expand outsourcing.
- Transparency as a retention and engagement tool, not a risk.
- Succession readiness: pipelines, leadership development and avoiding the “tide going out” moment.
- What separates steady growers from merger-driven leaps—and what’s sustainable.
- The 3 V’s Rob is hearing across the profession: visibility, velocity, voice.
- The metric to watch by 2030: revenue per FTE—reframed for offshoring and automation.
If you’re leading a CPA firm through change, this episode turns survey insights into action.
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