Latest News from Ascend and our Partner Firms

Ascend, our firms, and the accounting industry are experiencing rapid growth and transformation. Stay up to date with all of our news, press features, and insights from industry leaders and our community.

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Private Equity Has Big Plans for Small Firms

Amber Goering, a CPA and small firm owner, partnered with Ascend after recognizing her need for change at AICPA & CIMA ENGAGE. The deal, completed in four months, enables her firm to retain independence while accessing Ascend’s growth resources.

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The 2024 MP Elite

Today's top accounting firm leaders must navigate a rapidly evolving landscape, taking on roles like technologists, deal brokers, and brand ambassadors to attract new talent. Accounting Today's 2024 MP Elite recognizes leaders like Eileen Sheridan, who embraces disruption and innovation to help her firm adapt and thrive.

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PeopleFirst: How Ascend Keeps the Talent Pipeline Flowing

David Wurtzbacher and Erin Stahmer launched Ascend in January 2023 to help regional accounting firms overcome challenges in the traditional partnership model by rethinking firm structure, career development, and compensation. They aim to attract and retain top talent, build strong cultures, and cultivate the next generation of equity owners to drive long-term success.

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How Ascend Achieved Clarity and Expedited Engagement Using Alpine’s PeopleFirst Approach

When Erin Stahmer and David Wurtzbacher founded Ascend, they aimed to unite smaller CPA firms under a single platform for growth. Partnering with Alpine PeopleFirst, they designed a workshop to establish core values and strategies, resulting in the PeopleFirst program that helps new firms align their vision and goals within months of joining Ascend.

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Ascend Adds LevitZacks to Growth Platform

Ascend, backed by Alpine Investors, acquired LevitZacks' San Diego advisory practice. Non-attest services will be handled by LevitZacks Corporation under Ascend, while attest services remain with a separate CPA firm. The partnership brings 9 partners and 51 staff to Ascend, fostering growth while maintaining independence.

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Ascend Hosts Partner Summit 2024

Ascend's first Partner Summit in San Antonio brought together leaders from partner firms across the country to celebrate their shared vision of growth, independence, and a PeopleFirst culture, solidifying Ascend's platform as a new model for the accounting industry.

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