Private Equity in the CPA Industry | FREE for ISCPA members
Overview
This event is only available to ISCPA members. Not an ISCPA member? Join today!
Designed For
All CPAs but geared towards public accounting members.
Objectives
More details coming soon!
Leader(s):
Leader Bios
Bob Lewis
Bob is one of Accounting Today's Top 100 Most Influential People, boasting an extensive 25+ years of dedication supporting accounting firm innovation and growth. He is trusted by many of the top firms as well as countless emerging practices. Bob's primary focus revolves around amplifying the direction of CPA firms by leveraging a blend of mergers and acquisitions, succession assessments, capacity expansion, and bolstering a firm's advisory service capabilities. His guidance helps build firm value.
For firms interested in M&A, Bob identifies transition opportunities for clients looking to acquire and firms who want to sell. He is experienced in navigating private equity considerations, deal structuring, and negotiating M&A transactions, and partner buy-ins/buy-outs. He is a nationally sought-after speaker focused on accounting firm innovation and shaping the trajectory of the CPA profession.
Doug Lewis
Doug is one of Accounting Today's Top 100 Most Influential "Ones to Watch". He oversees Visionary's M&A department and is bridging the gap between the existing and next generation of leadership inside accounting firms nationwide. At the heart of his role is the facilitation and structuring of fair M&A transactions for both sides in any deal and bringing a fresh perspective on how to create a contemporary firm of the future.
He's known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors. Doug is a frequent speaker and facilitator in the accounting world, discussing CPA M&A, firm capacity, pricing, and the shift to advisory.
Member Price $0.00