OasisLMS

Registration is open through the start of the event. To register, email Diane Bobel at icpas.ohare@gmail.com

Wake Up! Private Equity is Here!

Private equity is rapidly reshaping the accounting profession, creating new opportunities, challenges, and new exit strategies for firm owners. Whether you're planning for retirement, considering growth options, or simply trying to understand how private equity may impact your future, join us to receive practical insights into the evolving landscape and what it could mean for your practice.

Specifically, we’ll discuss:

• How private equity is changing traditional retirement and succession planning options
• Why accounting firms have become attractive investment targets
• The role of recurring revenue, technology, and scale in private equity transactions
• How alternative practice structures are opening new ownership models
• What private equity means for small and mid-sized firms
• Whether your firm could be a platform or bolt-on acquisition candidate
• The opportunities, risks, and realities of private equity involvement
• What firm owners should consider over the next 5–7 years

Speaker:

Thomas J. Duvall, CPA
Partner, Tax Strategy & Operations
Block Advisors / Achille Benko & Duvall

6:00 PM to 6:30 PM - Networking/Registration
6:30 PM to 7:00 PM - Dinner
7:00 PM to 9:00 PM - Program