Private Equity, Family Offices & M&A 2025: An Investors' Perspective 1 Credit
Learning mode
Are you looking to grow your accounting firm and take it to the next level? Private equity (PE) and family office investments could be the key. But how do you know if your firm is ready for such a partnership?
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. Join this CPE Course- we will dive into the key factors private equity firms look for when evaluating accounting firms. From stable revenue streams and scalability to regulatory flexibility and customer loyalty, the webinar covers everything you need to know. You'll also explore practical case studies of firms that have partnered with private equity in the past 3-4 years so that you can learn directly from real-world examples.
Topics to be covered:
By the end of this course, you'll have actionable insights and a clear understanding of whether private equity is the right fit for your firm’s growth strategy. Don't miss this chance to discover proven techniques and gain the knowledge to make informed decisions for the future of your business.
| 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!
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.
With over 15 years of experience, Shawn Parikh has transformed MYCPE ONE into a global leader, empowering accounting firms with innovative solutions and a comprehensive suite of services. Under his strategic vision and leadership, MYCPE ONE has evolved beyond staffing to become a one-stop ecosystem for CPA and accounting firms worldwide.
Shawn identified and addressed staffing-related challenges in the accounting community, providing consultations to over 5,000 accountants and helping them turn obstacles into opportunities. His dedication to small and mid-sized accounting firms stems from his belief that “Small businesses are the backbone of the global economy.”
MYCPE ONE: A Comprehensive Ecosystem
MYCPE ONE was born out of Shawn's desire to help small and mid-sized firms compete with the Big 4 and larger firms. Over the years, the company has expanded its services far beyond staffing. MYCPE ONE now provides:
Global Impact
Today, MYCPE ONE partners with 100 out of the top 500 US Accounting Firms, serves 3,000+ accounting and CPA firms and supports a workforce of over 3,000 accounting experts. The company has also assisted over 200 CFOs and businesses in achieving their strategic goals.
Recognition and Affiliations
MYCPE ONE’s excellence has been recognized through:
Thought Leadership and Community Engagement
Shawn actively participates in accounting forums and events, sharing his expertise on topics like offshoring, practice management, CAAS, pricing strategies, and technology integration. His forward-thinking approaches include:
Vision and Inspiration
Shawn admires businesses that empower micro-entrepreneurs, like Uber, Airbnb, and Urban Company and draws inspiration from their innovative ecosystems. His focus remains steadfast on creating opportunities for small and mid-sized firms, enabling them to thrive in an increasingly competitive landscape.
Through MYCPE ONE, Shawn is not just solving challenges; he’s redefining how accounting firms operate, scale, and succeed globally.
Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide.
Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.
Alex leads investments in Consumer and Business Services at F3. He previously led real estate and restaurant investing across all of Diameter Capital Partners' funds and spent five years at MFP Investors with a primary focus on consumer, real estate and telecom. He earned his B.A. in Economics from Yeshiva University and his M.B.A. from Harvard Business School.
Sara Sharp is a lawyer for accountants who focuses on helping people buy and sell accounting practices. She uses her years of experience practicing law to guide clients and to empower buyers and sellers to become the expert on their deal process. She founded Deal Academy with a series of courses to assist individuals in gaining the expertise they need to navigate these transactions with confidence. She is the co-host of the Deal Makers podcast where her and her co-host, Daniel Talbott, provide frank interviews with real-world buyers and sellers enabling listeners to learn from real world mistakes occurring in the acquisition process that are not often shared publicly.
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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Multiple Credits
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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Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
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Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
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