ENG26SS202. How to Optimize Your Firm's Valuation, presented by ConnectPay USA

We will review the key trends and market dynamics shaping the M&A landscape for small to mid-sized CPA firms. Next, we’ll discuss how these forces influence firm valuation. Finally, we’ll take a deep dive into CPA firms that operate an in-house payroll business—examining how payroll impacts overall valuation and exploring strategies and alternatives to help optimize value.

Learning Objectives:

• Understand key trends and market dynamics shaping the M&A landscape for small to mid-sized CPA firms.
• Understand key forces that influence CPA firm valuation.