The global economy is changing and the CPA M&A market is following suit. There is an increasingly larger number of private equity firms looking to buy CPA firms. More regional and national firms are starting to face succession issues which are fueling the increase in M&A activity in the profession.
Watch this discussion panel for an inside look at the current CPA M&A market and where things are heading. John Furey, Bob Lewis, and Michael Yardley go in-depth with their first-hand experiences and how they are adapting to the times.
Bob founded The Visionary Group twenty-five years ago to help CPA firms grow. Bob and his team help firms refine or establish a growth plan and instill a sales culture. The Visionary Group conducts custom M&A searches including firms that aren’t on the market. For more information about Bob, click here.
John started Advisor Growth Strategies (AGS) to do what he loves professionally – improve business management within the wealth management industry. John has worked with over 300 firms, representing $400+ billion in investable assets.
Michael is a Director at Dowling Hales and advises organizations within the insurance sector, both nationwide and in Canada, on corporate finance transactions. He sources and executes a range of advisory transactions for Dowling Hales, including mergers, acquisitions, and capital raises.
For more information regarding CPA M&A and value enhancement, please call us at 800.995.9186 or email info@thinkvisionary.com.
