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

This session will review the key trends and market dynamics shaping the mergers and acquisitions (M&A) landscape for small- to mid-sized CPA firms. Participants will discuss how these forces influence firm valuation. Finally, the session will look closer at 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:

• Assess key trends and market dynamics shaping the mergers and acquisitions (M&A) landscape for small- to mid-sized CPA firms.
• Evaluate key forces that influence CPA firm valuation.