Beyond Succession

Australian accounting and financial services firms face a defining moment. With thousands of principals approaching retirement, evolving client expectations, and technology reshaping service delivery, the profession stands at a crossroads.

This white paper from Rawlings Bolton draws on 75 years of sector experience to examine how thoughtful, specialised private capital can support the next chapter—enabling succession with dignity, driving capability uplift, and backing ambitious firms ready to grow.

Inside, you’ll discover:

• The five structural forces reshaping the profession
• Where private equity adds value—and where it should not
• Three investment archetypes for firm transitions
• Seven characteristics of high-performing practices
• A blueprint for successful firm-investor partnerships

Whether you’re a firm principal navigating succession, or an investor seeking stable, relationship-driven opportunities, this paper provides clarity for the decisions ahead.

Download the full white paper to explore your options.