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M&A, PE, or Independence? Chart Your CPA Firm’s Future in 2025
Offered By:

Guest Speaker:
Bob Lewis

Guest Speaker:
Doug Lewis
Transformation Area:
Field of Study:
CPE Credits
1.5 Hour(s) - CPE Credit(s)
Duration
1.5 Hour(s)
Prerequisite(s)
None
Level
Basic
Content Type
Group Internet Based
Description
Are you ready for the wave of change sweeping the accounting industry? Private equity is transforming the landscape for CPA firms, while mergers, acquisitions, and succession planning remain pivotal strategies for growth—or survival.
This 90-minute interactive webinar is designed specifically for accounting firm owners who want to understand their options, the financial implications of each path, and the strategies needed to thrive.
Join Bob and Doug Lewis, two of today’s top deal-makers, on Tuesday, January 28, from 3:00 PM to 4:30 PM ET.
As 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.
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.