Complimentary for Members

June 18, 2025


Live Webcast


NYSED 1

Mergers and acquisition of CPA Firms - Traditional Model vs Private Equity or Investor Groups Tech Session Webinar

This panel session was designed to provide a discussion and awareness of the pros and cons of both models. Hear directly from firms leaders representing both models.

June 18, 2025
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Jim
    Pellen

    View Bio
  • View Bio

    Instructor

    Boris
    Onefater

    View Bio
  • View Bio

    Instructor

    Robert
    Fligel

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Evaluate succession options by assessing ownership readiness, talent pipelines, and cultural fit to determine the optimal path forward.
  • Calculate business valuation using income, market, and asset-based approaches to establish a defensible fair market price.
  • Resolve common deal misconceptions by structuring earnouts, clarifying transition roles, and optimizing tax terms to facilitate successful transactions.

Major Topics

  • How Firms with succession issues can evaluate which option may be best for them
  • What are the primary valuation factors and how is valuation determined.
  • What are some common deal sticking points/misconceptions and potential solutions.

CPE Credits Available

NYSED 1
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Firm Leaders and Senior Partners

Provider

Foundation for Accounting Education

This event has ended.