Experienced Firms Discuss: Strategies, ROI, Risk, Culture Clash, Due Diligence, Deal Failures, etc. In this interactive session Christopher Petermann reviews from the buyers perspective  events that occurred in some of the transactions he managed for PKF O'Connor Davies, a top 25 firm.

Joseph A. Tarasco, who will moderate the session, co-founded Accountants Advisory Group, LLC, to assist the leaders  of today's public accounting firms in structuring and managing their practices to increase profitability, maximize value, implement succession planning and achieve long-term success. Joe began his career in the accounting industry with a Big 4 firm and his experience includes  15 years as the managing partner of a 125-person CPA firm based in New York City. In his role as managing partner, Joe was responsible for all areas of the practice, including managing the partner group, marketing, human capital, technology, administration and financial operations.

Christopher D. Petermann is a Partner of the Firm PKF O'Connor Davies and serves as Co-Partner-in-Charge for the Private Foundation Practice. He has over 30 years of specialized experience in accounting for exempt organizations and private foundations. He is responsible for evaluating potential acquisitions of CPA firms for their suitability to PKF as well as the negotiation of the financial and business arrangements as well as seeing them up to integration. He is involved in all aspects from the initial prospect to the close.

Partners

COO's

CFO's

Managing Partners

The Buyer's Perspective on Past Actual Transactions

• Learning the right M&A strategic goals and objectives that have the best maximized ROI and minimized future risk.

• How the the risk of terminated transaction was avoided by planning and structuring the sensitive deal terms, completing a timely comprehensive "Letter of Intent," identifying deal breaker issues, and dissenting partners early in the negotiation stages.

• How M&A deal traps were avoided. 

• What kind of due due diligence was performed.