If Your Firm Is in Acquisition Mode, Here's How to Compete With Private Equity
July 17, 2024 @ 1-1:50pm ET

This webinar will explore how traditional accounting firms can effectively compete with PE firms in acquiring other accounting firms.

Who Should Attend

Owners of accounting firms
Partners of accounting firms

Learning Objectives

Learn how PE firms are structuring deals
Learn the trends in the deal structure and valuation in traditional M&A transactions
Learn why some firms interested in selling are attracted to PE firms
Learn what common objections we hear from potential sellers about PE type deals
Learn how you can use the differences between PE backed deals versus traditional deals to your advantage

Presenter: Terrence E. Putney, Senior Managing Director, of Whitman Transition Advisors

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ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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