myCPE

PE, Family Office Investments, M & A in CPA & Accounting Industry 2025 and Beyond - The Deal Perspective 1.5 Credits

PE, Family Office Investments, M & A in CPA & Accounting Industry 2025 and Beyond - The Deal Perspective 1.5 Credits

  • Rating

    5

  • Published on

    February, 2025

  • Subject Area

    BusIness Management & Organization

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objectives

  • Identify strategic private equity opportunities for accounting firms.
  • Analyze external funding impacts on firm operations and governance.
  • Examine alternative ownership models reshaping accounting firm structures.
  • Evaluate real-world case studies of accounting firm investments.
  • Develop a roadmap for successful equity partnerships.

Course Overview

Are you ready to explore the dynamic world of private equity and family office investments? In today’s fast-changing financial landscape, accounting firms face unique challenges and opportunities when engaging with external funding. This course takes you inside the deal perspective of mergers and acquisitions in the CPA and accounting industry. You will discover how alternative ownership models and external investments can reshape firm structures and drive growth. Our expert guidance makes this complex topic easy to grasp and apply.

This course offers a step-by-step look at strategic opportunities available in private equity investments. You will see how accounting firms can navigate external funding, analyze real-world case studies, and break down key deal structures that influence financial and operational decisions.

Major Topics:

  • Market Dynamics and Trends
  • Industry Evolution and Innovation
  • Regulatory Compliance Best Practices
  • Modern Mergers and Acquisitions
  • Valuation Metrics in Focus

By taking this course, you will gain essential insights to position your firm strategically in a competitive market. You will also develop the skills needed to manage complex deal structures and seize growth opportunities with confidence. Enroll now to transform your approach and shape your firm’s future in private equity partnerships.

On Demand Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Valuations for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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!

About Instructor

Enhance Your Finance & Management Skills with Shawn Parikh

Shawn Parikh

Co-Founder & CEO, MYCPE ONE

  • 4.4
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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.

Stuart Ferguson

Stuart Ferguson

Managing Partner, Pointe Advisory

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Stuart is the Managing Partner of Pointe Advisory, a boutique strategy consulting firm composed of business builders and advisors. Over the last 25 years, Pointe has developed deep industry expertise in Professional Services, Healthcare, and Industrials. Across these verticals, we advise both F500 corporates and leading PE firms on their organic and inorganic growth decisions.

On Demand FAQs

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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