11 December 2024
Franklin Alliance has launched a new opportunity for small and midsized firms to scale without turning to private equity dollars. The Franklin Alliance's holdco model provides a different partnership option for...
10 December 2024
A new firm is entering the accounting profession – the operating company Franklin Alliance, which has announced its first deal with Bement & Company CPAs of Bountiful, Utah...
03 March 2025
Jeremy Clopton delves into a hot topic—alternative ownership models in the accounting profession—with Steve Shein, co-founder of Franklin Alliance, on Episode 87 of The Upstream Leader...
09 July 2025
Franklin Alliance, the operating company, announced it has partnered with New Bloomfield, Pa.-based firm Robert Morris & Company. This marks the second major partnership for Franklin Alliance since its ...
09 July 2025
The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms...
03 September 2025
Franklin Alliance Co-Founder Steve Shein sits with Soraban leadership to discuss AI implementation best practices and succession planning for modern accounting firms.
30 September 2025
Small firms are facing a new era, and on Episode 231 of The Unique CPA, Randy sits down with Steve Shein, the co-founder of Franklin Alliance, to talk about a new partnership model in the profession. Steve shares his journey from capital markets to building a collaborative network that grants firms access to capital, while they maintain their independence. Franklin Alliance brings with it a vibrant community of strategic advisors and forward-thinking leaders, Randy included.
11 November 2025
Steve Shein thought small accounting firms need a different option than private equity or the traditional M&A route. So he founded Franklin Alliance, which operates differently from either of those models.
Unlike traditional private equity models that typically focus on cost reduction and mandate immediate process changes, Franklin Alliance operates as an investment partner with a fundamentally different structure.
11 December 2024
Franklin Alliance has launched a new opportunity for small and midsized firms to scale without turning to private equity dollars...
10 December 2024
A new firm is entering the accounting profession – the operating company Franklin Alliance, which has announced its first deal with Bement & Company CPAs of Bountiful, Utah...
03 March 2025
Jeremy Clopton delves into a hot topic—alternative ownership models in the accounting profession—with Steve Shein, co-founder of Franklin Alliance, on Episode 87 of The Upstream Leader...
03 September 2025
Franklin Alliance Co-Founder Steve Shein sits with Soraban leadership to discuss AI implementation best practices and succession planning for modern accounting firms.
09 July 2025
Franklin Alliance, the operating company, announced it has partnered with New Bloomfield, Pa.-based firm Robert Morris & Company. This marks the second major partnership for Franklin Alliance since its ...
09 July 2025
The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms...
