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  • Products
    • Commercial Crime Insurance
    • Cyber Insurance
    • Directors and Officers (D&O) Insurance
    • Employment Practices Liability
    • Fiduciary Insurance
    • Professional Liability
    • Property Insurance
  • Solutions
    • Accountants & CPAs
    • Bookkeepers
    • Investment Advisors
    • Lawyers
  • Learning Center
    • Industry Articles
    • Podcast
    • Webinars
    • Engagement Letters
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  • About Us
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  • 1 (866) 262-7542

Episodes

Episode 23

How M&A and Private Equity is Transforming the Accounting Profession

Episode 22

Balancing Convenience and Privacy in Risk Management

Episode 21

Navigating Changes in the CPA Profession

Episode 20

Understanding Fraud Detection In Accounting

Episode 19

OH NO! A claim!

Episode 18

Connection and Community can lead to Collaboration!

Episode 17

What So Funny About Cyber Liability Exposure? NOTHING!

Episode 16

Your Client is Suing You! Now What??

Episode 15

Mitigating Risk and Compliance Around State Information Security Laws

Episode 14

What Tools are in Your CPA Risk Management Toolbox?

Episode 13

Be a Hero To Your Clients!

Episode 12

Engagement Letter Creep and Managing Expectations

Episode 11

Accounting Firm Partnerships with Investment Advisors Create Revenue and Value While Mitigating Risk.

Episode 10

Don’t Let Your Email Be the Smoking Gun!

Episode 9

A Conversation with Accounting Today’s Editor-in-Chief, Dan Hood

Episode 8

Corporate Transparency Act Services Performed by Accounting firms; Boon or Bust?

Episode 7

The Intersection of Marketing and Risk for Accounting Firms

Episode 6

The Risk Environment for Accountants When Performing Sales Tax Services 

Episode 5

The Claims Process From Notification to Closure

Episode 4

A Well Written Engagement Letter Can Be Your Friend

Episode 3

The Risk Environment for Accountants When Performing Client Advisory Services

Episode 2

Risk Management Tips Concerning the 174 Tax Code and Employee Retention Credits

Episode 1

Benefits of Early Reporting with Anthony Carolei

Episode: 23

  • March 13, 2026

How M&A and Private Equity is Transforming the Accounting Profession

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In this episode of RiskyRecords, Stephen welcomes Dogan Tuncel from McGowan Program Administrators for a deep dive into the growing impact of mergers, acquisitions and private equity in the accounting profession They break down how PE firms are entering the space — whether by investing in established regional firms or building new platform entities that bring multiple practices together under one umbrella. With the profession shrinking due to retirements and a limited pipeline of new talent, they explain why accounting has become such an attractive market for investment firms.

The conversation also unpacks what these transactions mean for professional liability insurance for all size firms, from the complexities of shared limits versus standalone policies to the risk considerations firms must evaluate during a sale. A key highlight is McGowan’s NewStart standalone extended reporting period program, designed to provide a competitive alternative to traditional tail coverage. With flexible options to adjust limits and deductibles — and even solutions for firms without prior insurance — the program offers practical strategies for navigating firm transitions in a rapidly evolving marketplace.

Dogan selects Escape by Journey — the 1981 classic featuring hits like “Don’t Stop Believin’.” Its themes of change, ambition, and forward momentum provide the perfect soundtrack for firms preparing for their next chapter.

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