ESOP Series Module 5: Analysis and Assessment

Overview

The growing interest in private equity in accounting reflects a shift towards new growth opportunities, strategic investments, and competitive positioning within the industry. Allan Kotlin, CEO of Kotlin Consulting Group, addresses the growing role of private equity in the accounting industry and explores challenges in mergers and acquisitions, including the importance of cultural fit and leadership decisions. This includes discussion of how private equity affects profitability as well as strategies for staying competitive, such as mergers, private equity rollups, and partnering with big firms. He also covers how generational conflicts and changes in compensation impact younger partners.

Highlights

• Cost and timelines
• Financial analysis
• Buy-in from staff and clients.

Designed For

Financial professionals who work with small business owners and advisors who lead or work on an owner’s team of business succession planning professionals.

Objectives

• Evaluating how employee ownership can advance the goals of your business client
• Criteria for recommending the appropriate employee ownership form (costs, timelines, resources)
• Financial debt capacity analysis techniques for employee-owned businesses
• Communicating the financial benefits of employee ownership to clients

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.