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Learning
M&A, PE, or Independence? Chart Your CPA Firm’s Future
Transformation Area
Accounting Transformation
On Demand
$20
Join Bob and Doug Lewis, two of today's top deal makers, as they talk about how to calculate your firm’s potential valuation to a PE investor.
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Offered By:
Guest Speaker:
Bob Lewis
Learn More About Bob
Guest Speaker:
Doug Lewis
Learn More About Doug
Transformation Area:
Field of Study:
Business Management & Organization - BMO
On Demand
CPE Credits
2 Hours
Prerequisite(s)
None
Content Type
On Demand
Level
Beginner
Assessment
No
Course Overview
In this on demand, non-CPE course, our industry insiders and experts, Bob and Doug will unravel the impact of private equity, explore the myths and realities of M&A, and provide actionable strategies for firms determined to remain independent or take the next big leap.
Learning Objectives
- Describe how to calculate your firm’s potential valuation to a PE investor.
- Identify key metrics to evaluate and structure deals.
- Define the strategies to compete with PE-backed and merged firms.
Intended Audience
Owners, partners, and decision-makers in accounting firms navigating growth, succession, or strategic transformation. NOTE: This session is not designed for accountants who are in the private sector.
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Learning Content
M&A, PE, or Independence? Chart Your CPA Firm’s Future
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M&A, PE, or Independence? Chart Your CPA Firm’s Future – Post Course Evaluation
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