Disruption & Opportunity in Accounting Firm Mergers & Acquisitions

When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private equity is the big buzzword, but it is the primary driver. Far from it. The CPA world is large, and private equity is a small segment making a lot of noise. What makes a firm more valuable to a merger partner, acquirer, or internal succession team? Attend this session to understand the drivers that can make or break a transition, pick up tips, and, if you are legacy-focused, be able to look inward to see if your succession will work.

Learning Objectives:

• Define what really builds the enterprise value of a firm
• Identify red flags of potential distress
• Predict the mindset of any firm you are talking to 
• Measure if your succession plans are hopeful or realistic