Figuring Out: Private Equity Trends for Accounting | Podcast #EP25 1 Credit
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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:
Join us and we will provide invaluable insights into what private equity could mean for your firm’s growth trajectory.
| 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 |
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.
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.
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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