Future of CPA Firms: Private Equity, Family Offices & M&A 2025 1 Credit
Learning mode
More than 20% of the firms within the Top 150 are now private equity-backed, a trend that has rapidly gained traction over the last few years. However, many smaller accounting firms remain cautious and uncertain about private equity partnerships. This 1 hour course is designed specifically for firms with revenues between $2 million and $40 million, bringing together industry experts to address critical questions, share practical case studies, and provide actionable insights.
Topics to Be Covered:Â
This course is specifically tailored for firms with annual revenues between $2 million and $40 million.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Dive into the world of CPA CPE Courses with MY-CPE ONE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!Â
Shawn Parikh is the CEO and Co-Founder of MYCPE ONE. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & businesses. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, LinkedIn marketing, etc.
Rushabh Shah is a seasoned expert in investment banking and business consultancy, with over 15 years of experience driving transformative growth for organizations through strategic financial solutions. As the Vice President at MYCPE ONE, Rushabh leads the charge in curating insightful platforms that empower accounting and finance professionals with actionable knowledge and global perspectives.
Rushabh’s expertise spans mergers and acquisitions, private equity funding, and strategic advisory. He has an exceptional track record of guiding businesses through complex transactions, identifying growth opportunities, and implementing actionable strategies that drive measurable outcomes. His deep understanding of market dynamics and operational scalability has made him a trusted advisor to organizations seeking sustainable growth.
In his leadership role, Rushabh has cultivated a reputation for his clarity of thought, innovative approach, and empathetic mentoring. He is passionate about building collaborative ecosystems, fostering partnerships, and leveraging technology to redefine industry benchmarks.
Jeremy Dubow, a founding partner, co-leads NDH’s tax group and is the company’s Chief Executive Officer. He provides sophisticated tax planning, consulting and preparation services to technology entrepreneurs and their companies, high net worth individuals and family offices. Jeremy also oversees NDH’s mergers and acquisitions practice and provides high-level tax consulting services to company founders throughout the business sale process.
As a tax generalist, Jeremy advises his clients on a wide range of tax issues from basic entity selection through sophisticated transaction structuring. His clients value his accessibility, communication, technical expertise and proactive problem solving. He is a leading authority on Qualified Small Business Stock planning and combines sophisticated income tax planning with complex estate planning.
Jeremy routinely speaks on behalf of the IL CPA Society on partnership tax matters and assists other CPAs on complex flow-through tax issues. He is actively involved in the IL CPA Society’s tax committees and is the former Chair of the Flow-Through Entities Committee and Tax Executive Committee.
Jeremy began his career in Arthur Andersen’s Middle Market Tax group and was later promoted to Tax Manager at Deloitte Tax before co-founding NDH. During his spare time, he enjoys spending time with his family, cycling, and competing in endurance races. He is also NDH’s premier table tennis player.
I bring over 25 years of experience as a CxO, Operating Partner, and Advisor. I am renowned as a growth strategy and revenue optimization expert and excel in turning around underperforming businesses, in addition to driving accelerated growth for firms with revenues ranging from $10M to $9B. I have a stellar track record of enhancing companies and business lines, maximizing shareholder value through increased revenues, market share growth, and improved margins. I am recognized for my ability to generate revenues, achieve P&L growth, and consistently deliver above-plan performance. I am a strategic thinker known for my out-of-the-box solutions. My unique ability is to work at all organizational levels and my substantial local and global experience make me a distinguished leader in my field.
Idea Innovate is a fully female-owned and operated firm headquartered in New Jersey, certified by the State of New Jersey as a Women-owned Business Entity (WBE).
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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