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.
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.
Ascend’s Chief People Officer Erin Stahmer on Rethinking Career Paths
Erin Stahmer, Ascend's Chief People Officer, shares her journey and insights on building a people-first culture at Ascend in her feature story on Alpine Investors' website.
Ascend CEO challenges traditional private equity model
Ascend CEO David Wurtzbacher explains in an interview with INSIDE Public Accounting how Ascend's approach contrasts with the traditional "big-to-big" private equity model, focusing instead on investing in entrepreneurial regional accounting firms and prioritizing the employee experience.
The 2023 MP Elite: 10 outstanding accounting firm leaders
Accounting Today's 2023 MP Elite list recognizes top managing partners and firm leaders who are innovating and adapting to meet the evolving needs of the accounting profession, focusing on leadership, culture, and engagement to drive growth and success.
Ascend acquires offshore accounting services provider
Ascend has acquired Sentient Solutions for Accounting, an offshore provider with offices in India and Mexico, to serve as a dedicated resource for its high-growth partner firms. Sentient offers outsourced tax, assurance, and client accounting services, and develops AI tools to enhance CPA efficiency.
A New Model for Private Equity Investment: Elevating Leadership at LMC
Ascend’s new private equity-backed platform is transforming regional accounting firms like LMC by allowing leaders to focus on growth and client relationships, rather than administrative tasks, while maintaining firm independence.
Fund IX: Continuing Our Path of PeopleFirst Investing
On June 30, 2023, Alpine Investors, Ascend's parent company, successfully closed Fund IX, raising $4.5 billion in capital commitments, nearly doubling the size of its previous fund.
10 Big Ideas for Accountants
Explore Accounting Today's 10 big ideas to learn how firms can adapt to industry changes, including embracing AI, sustainability, and advisory services for future growth.
LMC Joins PE-Backed Platform Ascend
New York-based LMC has joined Ascend’s private equity-backed platform to accelerate growth, enhance service offerings, and access new resources while maintaining its independence.
ATKG Joins PE-Backed Platform Ascend
ATKG, a San Antonio-based accounting firm, has joined Ascend, a private equity-backed growth platform designed to empower regional firms with new resources and support.
Alpine Investors announces partnership with Opsahl Dawson and launch of Ascend
Alpine Investors partners with Opsahl Dawson to launch Ascend, a platform dedicated to supporting entrepreneurial CPAs.