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“From Practice to Platform”: Reading the Holland & Knight + PELA Architecture Thesis

by Michael Claudio | Jun 10, 2026 | Market Insights

MARKET INSIGHTS · PROFESSIONAL-SERVICES M&A “From Practice to Platform”: Reading the Holland & Knight + PELA Architecture Thesis The new white paper from Holland & Knight and the Private Equity Legal Alliance treats the...

What We Heard on the Road: A Q4 2025 Composite of CPA Tax Partner Concerns

by Alex Jones | Dec 18, 2025 | From the Field

FIELD NOTES · Q4 2025 COMPOSITE What We Heard on the Road: A Q4 2025 Composite of CPA Tax Partner Concerns Across four cities of Q4 partner conversations, the pressures CPA principals described were structurally the same. The Management Services Organization is...

The Line Sponsors Cannot Cross: Reading Holland & Knight on PE Sponsor Independence in Professional-Services MSOs

by Alex Jones | Jul 10, 2025 | Market Insights

MARKET INSIGHTS · PE SPONSOR INDEPENDENCE The Line Sponsors Cannot Cross: Reading Holland & Knight on PE Sponsor Independence in Professional-Services MSOs Holland & Knight has placed the regulatory line on the record. The structural-tax line, set by...

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Informational only. Applicability depends on the specific facts, structure, and advisory environment of each engagement. Guardian Tax Consultants® provides MSO strategy, modeling, documentation coordination, governance support, fee-methodology coordination, and advisor-integrated implementation support. GTC™ does not provide legal opinions, prepare tax returns, or replace the client’s independent CPA, legal counsel, investment advisor, insurance advisor, or family office. Tax and legal advice, tax-return positions, legal conclusions, filings, and opinions are provided by the client’s independent legal and tax advisors. No outcome promises. No pre-packaged structures. All illustrative examples are hypothetical and for educational purposes only.

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