Area of Focus Sessions
PRA2506. Latest Trends and Opportunities in CPA Firm M&A and Private Equity
In this session, Allan Koltin will provide an overview of current trends and opportunities in CPA firm M&A. He will discuss the perspectives of both buyers and sellers and provide advice on how to position your firm going forward.
Additionally, Allan will provide an overview of activities and developments as it relates to private equity and their involvement with CPA and advisory firm space. He will discuss everything from the types of private equity (PE) deals that currently exist to providing an update on current multiples and valuations of firms.
Learning Objectives:
- Identify current trends in CPA firm M&A.
- Recognize current trends in private equity’s involvement in the accounting profession.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Overview – (for individuals at all organizational levels)
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None