In this episode of “Transforming Tales of Business Evolution,” Lisa Simpson, VP of Firm Services at the AICPA, discusses how PE-backed firms are reshaping the professional services landscape. Tim Brackney, Springline’s CEO and Josh Beck, Managing Partner at MarksNelson Advisory, share insights into their collaboration and strategic approaches to firm growth and transformation. Discover how Springline’s model helps firms unlock value, enhance operations and scale successfully. From leadership alignment to strengthening people-first cultures, this conversation reveals how firms can leverage private equity to evolve their business model while staying true to their core values.