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Figuring Out: Private Equity Trends for Accounting | Podcast #EP25 1 Credit

Figuring Out: Private Equity Trends for Accounting | Podcast #EP25 1 Credit

  • Rating

    4.7

  • Published on

    January, 2025

  • Subject Area

    Business Mgmnt and Org

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Learning Objectives

  • Explore the role of private equity in accounting firm growth.
  • Examine the impact of succession planning on accounting firm futures.
  • Discover how offshoring changes operational efficiency for firms.
  • Evaluate the potential risks of private equity investment for firms.
  • Investigate alternative succession solutions besides private equity involvement.

Course Overview

Welcome to a new Episode of the podcast, where we dive deep into the evolving landscape of private equity in the accounting industry. With an increasing number of firms looking to solve their succession challenges, private equity has emerged as a game-changing solution. Is it the right path for your firm? In this Episode, we explore the factors driving this trend and what it means for the future of accounting practices.

We’re joined by Bob Lewis, a seasoned expert with nearly 30 years of experience working exclusively with accounting firms nationwide. Our guest has advised top 100 and top 500 firms, helping them address issues related to leadership, succession, and growth. From succession planning to the benefits of offshoring, we will outline essential strategies for navigating this transformation.

Key Topics:

  • Private equity in accounting
  • Succession planning challenges
  • Impact on firm operations
  • Deferred compensation structures
  • Growing market for investments

Join us and we will provide invaluable insights into what private equity could mean for your firm’s growth trajectory.

On Demand Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD 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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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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.

About Experts

Bob Lewis

Bob Lewis , CPA

President, The Visionary Group, Inc

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Bob was voted one of Accounting Today's Most Influential People. He has navigated The Visionary Group over the past 30 years to meet the changes occurring in the CPA profession. His experience is deeply rooted in identifying M&A opportunities on both the buy and sell side and he has deep knowledge and involvement in private equity for the accounting profession. Bob and his team support clients through the entire M&A process, consult on transactions, and drive organic growth with strategic plans that build the firm’s enterprise value. 

He collaborates with top firms across the country as well as emerging practices. Bob is an engaging speaker, presenting at over 30 events annually, and serves as a board member for Accounting Today’s advisory group.

To see what The Visionary Group can do for your firm contact Bob at 800.995.9186 or blewis@ThinkVisionary.com. He has a Finance Degree and an MBA from DePaul University in Chicago.

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.

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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.

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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.

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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.

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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.

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