Private equity and M&A are changing the accounting industry. But what actually happens inside a firm deal?
This session breaks down what accounting firm transactions really look like, from the first conversation to final structure and valuation. We’ll explore why firms choose to sell, merge, or stay independent, what drives value, and where deals succeed or fall apart.
Whether you’re planning for growth, succession, or long-term independence, you’ll gain practical insight into how deals are evaluated and what firms can do today to strengthen their position.
Learning Objectives
After attending this session, participants will be able to:
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Identify key drivers of accounting firm valuation and deal structure
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Explain common motivations behind mergers, acquisitions, and private equity partnerships
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Recognize common deal killers and opportunities in firm transactions
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Evaluate strategies to build firm value and remain competitive
Join for 1 CPE credit
