Section

Professional Services

Insights into consulting, legal, and financial services that support startups and enterprises.

WSHB's Charlesbank Deal: How a Law Firm Takes Private Equity Money Without Selling the Practice

Wood Smith Henning & Berman (WSHB) has partnered with Charlesbank Capital Partners through a new Management Services Organization (MSO) model. This structure allows WSHB to secure private equity funding for growth and technology without compromising attorney control over legal practice, addressing regulatory hurdles.

Leo Vance· Oct 20· 4 min read

Creative Activities and Companionship With Dynamic in-Home Care

Sponsored by Dynamic In-Home Care · Nov 5

Succession Planning for a Business Sale or Family Transfer at Kevin J McHugh CPA PLLC

Sponsored by Kevin J McHugh CPA PLLC · Nov 4

How Hafed Al-Ghwell's Foreign Policy and Conflict Expertise Holds up in Practice

Flat Fee or Hourly Retainer? Alatsas Law Firm Makes the Cost Conversation Part of the Consultation

As Dallas Premiums Rise, See How Gary Daniels Insurance Agency Protects Your Wallet in 2026

For Dallas residents, rising insurance premiums are a significant challenge, with median Texas homeowner costs increasing 60% in five years. The Gary Daniels Insurance Agency offers precise, on-the-ground expertise to navigate these unique local risks and protect your wallet.

Sponsored by Gary Daniels Insurance Agency· Oct 9· 9 min

A futuristic audit office with glowing data streams and holographic displays, showing human auditors collaborating seamlessly with advanced agentic AI systems to analyze complex financial data and enhance risk detection.

EY Launches Agentic AI Solution to Redefine Global Audit

Big Four firm EY has globally rolled out an enterprise-scale agentic AI solution within its assurance practice, signaling a massive shift in how corporate audits will be conducted.

Leo Vance· Apr 8· 7 min

Analysis & Trends

How Professional Services Firms Should Choose AI Tools: Start With Structured Data, Not Feature Lists

Leo Vance · Nov 8

Four Criteria That Should Decide Your SMB's Cybersecurity Partner

Leo Vance · Nov 6

M&A, MSO, or Organic Growth: How Professional Service Firms Should Choose Between Three Very Different Paths

Leo Vance · Oct 23

Four Ways AI Is Reshaping Professional Services—and the Executive Questions That Turn Adoption Into Advantage

Leo Vance · Oct 22

Three Ways AI Will Reshape Your White-Collar Workforce by 2030—and What to Do About Each

Leo Vance · Oct 18

The First Five Cybersecurity Measures Every Remote-First Startup Should Implement

Leo Vance · Oct 16