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.

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Register for : Sep 18th, 2026

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Conference Overview

Half of the nation's top 20 accounting firms are now private equity-backed, and the pace of dealmaking is accelerating fast. What started as a niche trend a few years ago has become one of the defining forces reshaping the profession, with deal volume climbing sharply through 2025 and into 2026. Many smaller accounting firms remain cautious and uncertain about what private equity partnerships actually mean for them.

This monthly one-hour virtual session is designed specifically for firms with revenues between $2 million and $40 million. Drawing on current industry data, real deal activity, and practical case studies, with guest practitioners joining select sessions, each episode addresses critical questions firms are asking right now about private equity in the accounting space.

Topics to Be Covered:

  • Private Equity Trends in Accounting Firms: How private equity has evolved in the accounting industry, with a sharp acceleration since 2025. The rise of PE-backed firms among the largest players and what it means for smaller firms watching from the sidelines.
  • 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, including what happens when a PE partner's own investment horizon ends and ownership changes hands again. 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, including what happens down the road if the firm is sold again.
  • 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.

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

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Continuing Education Credits

The sessions of the conference qualifies for

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

Sessions

Sep 18th, 2026

Speakers:
Speaker Name
Saul Sony

Director
MYCPE ONE

Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

  • 4.5
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Half of the nation's top 20 accounting firms are now private equity-backed, and the pace of dealmaking is accelerating fast. What started as a niche trend a few years ago has become one of the defining forces reshaping the profession, with deal volume climbing sharply through 2025 and into 2026. Many smaller accounting firms remain cautious and uncertain about what private equity partnerships actually mean for them.

This monthly one-hour virtual session is designed specifically for firms with revenues between $2 million and $40 million. Drawing on current industry data, real deal activity, and practical case studies, with guest practitioners joining select sessions, each episode addresses critical questions firms are asking right now about private equity in the accounting space.

Topics to Be Covered:

  • Private Equity Trends in Accounting Firms: How private equity has evolved in the accounting industry, with a sharp acceleration since 2025. The rise of PE-backed firms among the largest players and what it means for smaller firms watching from the sidelines.
  • 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, including what happens when a PE partner's own investment horizon ends and ownership changes hands again. 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, including what happens down the road if the firm is sold again.
  • 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.

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

Learning Objectives

  • Identify current private equity trends reshaping accounting firms and the rise of PE-backed market leaders. 
  • Recognize key opportunities, risks, obligations, and long-term considerations of PE and family office partnerships. 
  • Evaluate whether private equity aligns with the firm’s growth strategy, ownership goals, and succession plans. 
  • Analyze recent case studies of accounting firms that partnered with private equity and their post-investment outcomes. 
  • Identify the key factors PE investors consider when evaluating $2M–$40M accounting firms. 
  • Assess the value PE may bring beyond funding, including efficiency, market expansion, and strategic growth. 
  • Determine practical questions firms should ask before engaging with private equity investors.

Qualifies For

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved

Other Details

Subject Area

Business Mgmnt and Org

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

Sep 18th, 2026

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Saulsony
Saul Sony

Director
MYCPE ONE

Sep 18th, 2026

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Reviews and Ratings

out of 5

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50 ratings

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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.

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.

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.

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.

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.

RT

Renee T., Tax Manager
5 ratingratingratingratingrating

I appreciated how the speakers broke down complex PE structures and aligned them to real CPA firm scenarios. It made something intimidating feel actionable. The case studies brought everything to life.

JR

Julia R., CPA & Firm Partner
5 ratingratingratingratingrating

This was exactly the kind of strategic clarity our leadership team needed. The session helped us better understand how PE could fit into our growth plan, and what to consider before we even begin those conversations.

NW

Nina W., Senior Staff Accountant
5 ratingratingratingratingrating

While I’m not at the partner level yet, this webinar gave me great perspective on where our firm is headed and why leadership is exploring outside investment. It was digestible even for non-executives.

CY

Chris Y., Business Strategy Consultant
5 ratingratingratingratingrating

A solid mix of strategic thinking and practical tools. The speakers knew the CPA firm landscape inside out, and their take on evaluating PE partners was spot on. Easily one of the better webinars I’ve joined this year

FD

Frank D., CPA / Multi-office Owner
5 ratingratingratingratingrating

Brilliantly done. Felt like a strategic session, not just CPE filler.

DM

Daniel M., CFO
5 ratingratingratingratingrating

The insights on operational scaling, valuation metrics, and what PE firms are actually looking for were top-notch. It was like a roadmap to navigating future partnerships without the guesswork. Very informative and relevant

JV

Jordan V., CPA / Regional Director
5 ratingratingratingratingrating

This gave me language and confidence to have intelligent conversations with both clients and our firm’s leadership about PE and future mergers. Practical, clear, and perfectly tailored to CPA firms of our size.

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



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