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.
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.
Ascend Expands Along the Eastern Seaboard, Adds Three Firms to Its Growth Platform
Ascend, a private equity-backed partner for regional accounting firms, has added three new firms: Blackman & Sloop, TSS Advisors, and Vogel & Co. Leaders of the new firms expressed confidence that joining Ascend will enhance their client service, growth, and commitment to excellence.
Five Ascend Firms Named Best Firms to Work For
Ascend firms earned five spots on Accounting Today's "2024 Best Firms to Work For" list, showcasing their success in building high-performance cultures while embracing Ascend's PeopleFirst approach.
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.
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.
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.
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.
Ascend and Partner Firms Recognized in Accounting Today's Top 100 Firms and Regional Leaders Lists
Ascend, backed by Alpine Investors, was featured in Accounting Today's 2024 list of Top 100 Firms for expanding its platform with new partners like Blackman & Sloop and TSS Advisors. The partnerships enhance firm growth while preserving their unique cultures.
Ascend Names President: Nishaad Ruparel Joins Executive Team
To support its rapid growth, Ascend has appointed Nishaad Ruparel as President, a new role created as the company surpassed $100 million in revenue in less than a year since its launch.
Ascend's Innovative Strategies Highlighted on Small Firm Philosophy Podcast
Ascend's David Wurtzbacher and Erin Stahmer joined the Small Firm Philosophy podcast to discuss their strategies for transforming accounting firms, focusing on people management, offshoring, and enhancing service value.
Ascend Expands with New Partnerships and Texas Growth
Backed by Alpine Investors, Ascend has expanded its platform with new partnerships in Ohio, California, and Texas, including HD Davis, PP&Co, and two south Texas firms. These collaborations offer firms growth resources while preserving their unique cultures.
Ascend Founder and CEO Is Bringing Fresh Leadership to the Rapidly Transforming CPA Industry
David Wurtzbacher doesn’t just talk about putting people first, he lives it. He believes that an excellent business has the power to lift people up and transform their lives.
Ascend’s CEO Recognized in CPA Practice Advisor’s “20 Under 40” Awards
Ascend was recently highlighted on the CPA Practice Advisor website for its inclusion in the "20 Under 40" awards, recognizing David Wurtzbacher, Founder & CEO, as one of the top young influencers in accounting.
Why Opsahl Dawson President Aaron Dawson Chose Ascend to Usher in the Firm’s Next Phase of Growth
Aaron Dawson, inspired by his family's CPA legacy, started as a tax manager at Clark Nuber in Seattle and served on the Washington State Society of CPAs Board. Later, he and his wife, Jen, acquired Opsahl, Shepp and Company from his mentor, George Opsahl.
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.
Managing partners should only have one client
Ascend's CEO, David Wurtzbacher, appeared on Accounting Today's Small Firm Philosophy podcast to discuss why managing partners should focus on leading their firms rather than managing client work.
Ascend CEO David Wurtzbacher Named a Top 100 Accounting Influencer
Less than a year after founding Ascend, CEO David Wurtzbacher has been named one of Accounting Today's "2023 Top 100 Most Influential People" for his innovative work creating a growth platform that helps mid-market accounting firms remain independent while accessing large-firm resources.
Ascend Adds Wilson Lewis in Atlanta, Crosses $100 Million Revenue Mark
Ascend announced its ninth partnership of 2023, acquiring the tax and consulting business of Atlanta-based Wilson Lewis, marking its first expansion into the Southeast and pushing its revenue above $100 million.
Ascend Expands into Midwest with Investment in Goering & Granatino CPAs
Goering & Granatino of Overland Park, Kansas, has received an investment from Ascend, marking its eighth acquisition and expanding Ascend’s footprint into the Midwest with 40 new professionals joining its platform.
Opsahl Dawson Thrives in First Nine Months on the Ascend Growth Platform
Just nine months after merging with Ascend, Opsahl Dawson & Co. Advisors LLC has completed two acquisitions and expanded its leadership team with a new Chief Growth Officer, adding two locations and 33 professionals to its team.