Attend this webinar to learn the current state of affairs regarding the rapid consolidation happening in the accounting profession fueled primarily by the entrance of outside capital investors, specifically private equity, family offices, wealth management firms, pension funds, etc.

Who Should Attend

• Managing Partners
• Executive Committee Members
• Operations Leaders

Learning Objectives

• Understand the changing landscape and major changes impacting CPA firm M&A and succession planning.
• Identify the different types of buyers now pursuing CPA firm transactions.
• Understand how investors are valuing firms based on EBITDA and the various deal structures that are being used in today's market.
• Understand key deal terms such as upfront cash, deferred payments, rollover equity, retention periods, and ownership structure.
• Determine practical next steps before pursuing a merger, acquisition, or strategic transaction.