Private equity is rapidly reshaping the accounting industry and changing how firms think about valuation, growth, and long-term independence.
Over the last several years, consolidation, succession pressure, staffing shortages, and rising technology investment have pushed many firm owners to reassess their options. Whether a firm is evaluating accounting firm succession planning, preparing an accounting practice for sale, or simply trying to understand its current market value, the environment has changed materially.
In this Earmark-hosted webinar, Franklin Alliance Co-Founder Steve Shein provides a practical, behind-the-scenes explanation of why private equity and CPA firm acquisition activity have accelerated, how accounting firm M&A actually works, and what these shifts mean for accounting professionals.
Watch the webinar on demand and earn CPE.
What You Will Learn
This session explains how accounting firm valuation differs by firm size and operating maturity, what is driving CPA firm acquisition and private equity roll-up strategies, when it makes sense to sell an accounting firm versus pursuing internal succession, and how alternatives such as alliance models compare to traditional private equity structures. The focus is on giving firm owners and senior professionals a clear framework they can apply to real decisions.
Who Should Watch
This webinar is designed for accounting firm owners, partners, and senior professionals who want clarity on private equity’s role in accounting and a better understanding of their options as consolidation accelerates across the industry.
