PRA2409. The State of CPA Firm M&A – Trends, Opportunities, and Challenges

Allan Koltin is recognized as the foremost expert in CPA and Advisory firm M&A. His firm has been involved in almost every major CPA firm and Private Equity deal over the past decade. In this session, he'll offer his unique perspective and advice on lessons learned along the way (good and bad). If you're a buyer or seller, you'll walk away from this discussion with actionable ideas to apply in the M&A area. Whether it's strategy, valuation or integration, this session is a must-attend if you're serious about M&A as a strategic growth option.

Learning Objectives:

• Identify the “State of CPA Firm M&A” including current trends, opportunities, and challenges.
• Recognize M&A best practices based on actual CPA firm M&A experiences.
• Recognize the current market for CPA firm valuations as well as deal structures and terms.