During a recent webinar, Intapp had the privilege of hosting Lance Fisher, CIO of AAB. Lance shared valuable insights into how firms can harness the power of content to drive growth and innovation.
The Evolving Landscape of Accounting
The accounting industry has experienced a surge in private equity (PE) investment, fundamentally reshaping the competitive landscape. Traditionally, accounting firms were often smaller, regionally focused partnerships, growing slowly and organically over time.
Today, with fresh capital infusion from PE firms, we’re seeing accelerated consolidation, strategic mergers and acquisitions, and the rapid scaling of service offerings. AAB’s story is a prime example: after receiving PE backing, the firm quickly expanded its geographic footprint and expertise through a series of acquisitions, evolving from a niche player into a more diversified, nationally recognized powerhouse.
The Role of Content Services in supporting growth
This rapid growth not only strengthens AAB’s market position and enhances its client value proposition, but it also introduces complexities around integrating disparate document management systems and operational models which do not scale.
Content services platforms, such as Intapp, play a critical role in helping firms address these challenges. By providing a centralized repository for all firm content with document management controls to:
Support fast M&A Growth: Enable efficient acquisition onboarding, driving cross-firm collaboration from day one
Enable Firm and Service line scale: A scalable platform for managing document workflows and collaboration across multiple acquisitions and service lines
Future Proof Solution: Private equity investors are focused on the future, pushing for AI ready, scalable, and enterprise-safe solutions that will be an asset in future investment rounds
AAB's Journey to Digital Transformation
Lance Fisher shared valuable insights into AAB’s journey, emphasizing how a unified, cloud-based technology ecosystem can significantly improve efficiency and support the firm’s growth objectives. By streamlining the technology stack—consolidating disparate document management systems onto the Intapp Collaboration platform—AAB achieved more consistent communication and smoother teamwork across all levels of the organization. Fisher highlighted that establishing a strong technology foundation is crucial for setting the stage for digital transformation and meeting long-term growth targets. He also underscored the importance of scalability, noting that platform systems need to expand in tandem with the firm’s ambitions, and the power of collaboration, which fuels innovation, enhances service delivery, and ultimately drives lasting success.
To learn more about how Intapp can help your firm, visit our website or watch the full webinar recording.
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