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Bement

11 December 2024

Franklin Alliance offers PE alternative to small firms

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...

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Bement

10 December 2024

Operating Company Enters the Accounting Profession with Bement & Company Deal

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...

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Media

03 March 2025

Exploring Alternative Ownership: The Alliance Model

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...

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Rob Morris

09 July 2025

Franklin Alliance Welcomes Robert Morris & Company

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 ...

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Rob Morris

09 July 2025

Franklin Alliance acquires second firm

The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms...

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Media

03 September 2025

Building The Future Firm Today

Franklin Alliance Co-Founder Steve Shein sits with Soraban leadership to discuss AI implementation best practices and succession planning for modern accounting firms.

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Bement

11 December 2024

Franklin Alliance offers PE alternative to small firms

Franklin Alliance has launched a new opportunity for small and midsized firms to scale without turning to private equity dollars...

Open

Bement

10 December 2024

Operating Company Enters the Accounting Profession with Bement & Company Deal

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...

Open

Upstream Podcast

03 March 2025

Exploring Alternative Ownership: The Alliance Model

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...

Open

Rob Morris

09 July 2025

Franklin Alliance Welcomes Robert Morris & Company

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 ...

Open

Rob Morris

09 July 2025

Franklin Alliance acquires second firm

The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms...

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