RECORDING: Avoiding Risk in CPA Firm Mergers

All mergers and acquisitions (M&A) involve some degree of risk—and carry no guarantees of fulfilling the intended goals and objectives of the transaction. However, using M&A as a growth, talent acquisition, and succession planning strategy is essential and a top priority at most firms.

The right deal could take your firm to the next level of success provided that you take the proper precautions before and after consummating the transaction. This webinar will address avoiding M&A risks and focusing on risk management tools and best practices.

Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. He has focused on Accountants Professional Liability Insurance and Risk Management for accounting firms since 1996.  Mr. Vono is active in several leading Accounting Associations and presents regularly at annual conferences on risk management topics aimed at lowering the exposure to litigation for accountants and CPA firms. 

He currently serves as President of the CPA Firm Management Association North East Chapter, and is the recipient of CPA-FMA's Distinguished Service Presidential Citation for outstanding support and contributions to members of CPA-FMA.  Mr. Vono has written and published articles on practice management for accounting firms including The Journal of Accountancy and Accounting Today.