Where managing partners do the work
they can't do anywhere else.
For CEOs, MPs, and equity partners running CPA firms. Members are typically leading firms with at least $5M in revenue and actively working on the strategy, structure, and future of the practice.
- Partner economics and compensation models — what the top firms are paying, and how they're structuring the deal.
- Succession planning and equity transitions — internal promotions, external hires, and the mechanics of equity transfer.
- M&A — buy-side, sell-side, and roll-up dynamics in the current PE-driven market.
- Capital allocation across technology, talent, and growth initiatives.
- Building executive bench strength — the COO, CFO, and director-level hires that let partners lead instead of manage.
- Firm strategy and positioning — niche, vertical, service-line mix, and what differentiation actually looks like.
Every Managing Partners session includes a working block on AI and technology — the firm-level bet. Where to allocate capital, how AI reshapes firm valuation and the M&A thesis, what an AI-native firm looks like to a buyer, and how the partner role itself changes as automation absorbs billable work. AI and tech are built into the agenda, not treated as a side topic.
Two working sessions per year — focused, agenda-driven, peer-led — plus a dedicated Managing Partners track at the annual Insight summit and async member discussions in between.
Managing partners, CEOs, and equity partners who own the strategy and future of the firm. If you're the person ultimately accountable for where the firm is in five years, this is your Council.