CEO Anonymous With Purdeep Sangha
CEO Strategies: Insights on Balancing a Multiple Partner Organization
February 29, 2024
In this insightful episode of CEO Anonymous, host Purdeep Sangha sits down with Vinay Khosla, the CEO of Bateman MacKay, to delve into the complexities of running a multi-partner organization. Vinay shares his journey of leading a mid-market accounting firm through stages of growth, an acquisition, and the challenges that come with managing multiple partners. The discussion offers a behind-the-scenes look at how roles and responsibilities are distributed and documented within the firm, ensuring accountability and a clear separation between shareholders and business management. As the accounting industry faces a shortage of staff and the embrace of AI and offshore staffing, Vinay provides his forward-looking vision for the future of firms like his. Listeners will gain a unique perspective on maintaining a unified company culture amidst diversity, the strategic restructuring of partner roles, succession planning, and the evolving landscape of mid-market accounting services. This episode is a must-listen for anyone interested in the dynamics of leadership and partnership in the modern business environment.
Welcome to 'CEO Anonymous,' your guide to the inner workings of company leadership. In this episode, we sit down with Vinay Khosla, the CEO of Bateman MacKay, for a candid conversation on how to run an organization effectively with multiple partners at the helm. Vinay delves into the evolution of their mid-market accounting firm, sharing insights into their acquisition history and the progression from a smaller team to a partnership with a sophisticated structure encompassing both equity and non-equity partners.

We tackle the gritty details of managing a multifaceted partnership — from dividing roles and designations such as CEO and COO, to addressing the unique challenges of decision-making and maintaining a strong company culture amidst diverse partner backgrounds. Vinay also highlights the strategic approach of the firm in adapting to industry shifts, like the impending staff shortages and the integration of AI and offshore staffing.

As we examine the future trajectory of accounting firms, Vinay advises business owners on what to look for in a service provider and discusses Bateman and MacKay's approach to succession planning and professional growth paths within the firm.

Join host Purdeep Sangha in this insightful look at leadership, partnership, and the future of accounting services.

Listen in to understand how to navigate the complexities of a multi-partner management system and discover the secrets to evolving a company in response to industry trends and internal growth dynamics.

For more insights, visit or reach out to Vinay directly at, and don't forget to connect with him on LinkedIn.