Disruption & Opportunity in CPA Firm M&A - The Visionary Group

Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The Visionary Group in a discussion centered around the changing CPA M&A landscape and opportunities that exist in the market. Topics that will be covered include:

• Pre-COVID Vs. Post-COVID M&A Environment
• Identifying Deal Drivers – The “Why” a Candidate Firm Wants to Merge or Sell
• Managing Expectations for Both the Seller and Buyer
• How to Address the Difficult Deal Points
• Tips on Closing the Deal

Who Should Attend?

Any CPA firm Partners who are active in the M&A space or are interested in exploring options that exist in the market today. This session will cover both the strategic aspects of CPA M&A along with the technical and legal aspects to consider.[/vc_column_text][/vc_column][/vc_row]