NTA2319. State of the Accounting Industry – Current Trends and Opportunities in CPA Firm M&A and Private Equity

In their presentation Wade and Allan will explore current M&A trends including a discussion on CPA practice valuations, buyer and seller concerns with the purchase or sale of a practice, as well as structures involved in CPA firm M&A deals. They will also discuss the current M&A frenzy taking place and look at how Private Equity and other non CPA firm buyers have entered the accounting profession. Lastly, they will offer their bold predictions of CPA firm M&A from both the buyer’s (Acquirer’s) and seller’s (Acquiree’s) perspective.

Learning Objectives:

• Recall the reasons for and interests of private equity entering the accounting profession.
• Identify the factors of how CPA practices are valued and the concerns of buyers and sellers in the sale process.