MYCPE ONE

PE, Family Office Investments, M&A in CPA & Accounting Industry 2026 and Beyond

What's right for you firm ? Explore Opportunities, Challenges, and Practical Insights.

View All Dates

Register for : May 15th, 2026

142

Interested

People have shown interest recently

Register for Free

Experience the Platform and Earn Free Credit

stripe
AI Review Summary

Generated by AI based on all course reviews

Conference Overview

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 virtual conference 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: 

  • Private Equity Trends in Accounting Firms: How private equity has evolved in the accounting industry over the past 3–4 years. The rise of PE-backed firms in the Top 150 and its implications for smaller firms.
  • Opportunities and Challenges: What opportunities private equity and family offices bring to accounting firms. Key challenges and obligations that come with PE partnerships.
  • Case Studies: Real-life examples of firms that have partnered with private equity. Practical lessons learned and growth achieved post-investment.
  • Evaluating Private Equity Partnerships: What firms should consider before bringing private equity on board. Parameters private equity looks for in accounting firms. Questions firms should ask when evaluating potential partnerships.
  • Value Beyond Funding: Exploring the additional value private equity brings, such as operational efficiency, market expansion, and strategic planning.
  • Is Private Equity Right for Your Firm?: Understanding if private equity aligns with your firm’s growth trajectory. Key considerations for firms with revenues between $2 million and $40 million. 

This session is specifically tailored for firms with annual revenues between $2 million and $40 million.

Register For Free

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 BusIness Management & Organization

Sessions

May 15th, 2026

Speakers:
Speaker Name
Jeremy Dubow

Tax Partner
Prosperity Partners

Speaker Name
Saul Sony

Director
MYCPE ONE

Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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 virtual conference 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: 

  • Private Equity Trends in Accounting Firms: How private equity has evolved in the accounting industry over the past 3–4 years. The rise of PE-backed firms in the Top 150 and its implications for smaller firms.
  • Opportunities and Challenges: What opportunities private equity and family offices bring to accounting firms. Key challenges and obligations that come with PE partnerships.
  • Case Studies: Real-life examples of firms that have partnered with private equity. Practical lessons learned and growth achieved post-investment.
  • Evaluating Private Equity Partnerships: What firms should consider before bringing private equity on board. Parameters private equity looks for in accounting firms. Questions firms should ask when evaluating potential partnerships.
  • Value Beyond Funding: Exploring the additional value private equity brings, such as operational efficiency, market expansion, and strategic planning.
  • Is Private Equity Right for Your Firm?: Understanding if private equity aligns with your firm’s growth trajectory. Key considerations for firms with revenues between $2 million and $40 million. 

This session is specifically tailored for firms with annual revenues between $2 million and $40 million.

Learning Objectives

  • Understand the opportunities and challenges of private equity and family office investments.
  • Learn about the obligations and commitments these partnerships entail.
  • Gain clarity on whether private equity is the right fit for your firm’s growth strategy.
  • Explore practical case studies from firms that have partnered with private equity in the past 3–4 years.
  • Discover the nuances of partnership models and what they mean for your business.
  • Identify the parameters private equity firms consider when evaluating accounting firms.
  • Get actionable insights into what your firm should focus on when engaging with private equity investors.

Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Enhance Your Finance & Management Skills with Shawn Parikh
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

May 15th, 2026

View More
Saulsony
Saul Sony

Director
MYCPE ONE

May 15th, 2026

View More
Jeremy Dubow
Jeremy Dubow

Tax Partner
Prosperity Partners

May 15th, 2026

View More

Reviews and Ratings

out of 5

ratingratingratingratingrating
48 ratings

Excellent

Very Good

Average

Poor

SS

Stefanie Steger,
5 ratingratingratingratingrating

We have been working with Entigrity and now MYCPE One and when we reached out to their team we got the right guidance. We’ve relied on MYCPE ONE for both our team’s education and broader business guidance. Their expertise in topics like PE and Family Office investments continues to be a game changer for us.

ND

Nadege David,
5 ratingratingratingratingrating

What sets MYCPE ONE apart is their ability to simplify complex concepts. This webinar was yet another example of how they consistently deliver actionable knowledge that helps firms like ours thrive.

CD

Christopher David,
5 ratingratingratingratingrating

Over the past few years, MYCPE ONE has consistently provided us with unmatched guidance and support. From helping us understand the nuances of offshoring to offering tools that align with our long-term goals, they’ve been with us every step of the way. The webinars are a treasure trove of insights, and today’s session was no exception. It’s refreshing to work with a team that prioritizes client success, whether through education or actionable advice tailored to our needs.

PA

Parent Anthony,
5 ratingratingratingratingrating

Having worked with MYCPE ONE, I can confidently say their approach is transparent and client-focused. Their sessions bring a fresh perspective, and this webinar on PE and Family Offices was no exception.

CB

Christ Beck,
5 ratingratingratingratingrating

Our partnership with MYCPE ONE has been instrumental in shaping our growth strategy. Their webinars always leave us with new perspectives and practical takeaways.

S

Sandra ,
4 ratingratingratingratingrating

Good discussion.

LR

Lisa Rai,
5 ratingratingratingratingrating

Nice - well done

RP

Rachel Payton,
5 ratingratingratingratingrating

We walked away with a clear roadmap for not only attracting the right Private Equity partners but also positioning our firm for long-term success in a competitive landscape. This was not just another webinar; it was a strategic guide for shaping the future of our practice.

MS

Michelle Sugar,
3 ratingratingratingratingrating

The webinar was good, but perhaps more Q&A could have been taken.

DR

Daniel Ralph,
5 ratingratingratingratingrating

What stood out was the focus on the nuances of the accounting industry. From understanding valuation metrics to identifying the right PE partners, the session was a masterclass in leveraging Private Equity for strategic growth in CPA firms.

SW

Sarah Walters,
5 ratingratingratingratingrating

This webinar was an eye-opener for accounting firm leaders like me. It broke down the complexities of PE investments and presented clear strategies for scaling operations and consolidating practices in a competitive market.

MH

Michael Hampton,
5 ratingratingratingratingrating

As someone actively considering Private Equity partnerships, I found the session invaluable. The presenters’ understanding of the accounting industry’s unique challenges and opportunities was evident throughout.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com