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PST2105 - PST2105. Trends in 2021 CPA M & A and how the pandemic changed the marketplace

‐ Jul 27, 2021 11:30am

This session will share how COVID has impacted deal structures and practice valuations when selling externally. It will also address whether it is a buyer or seller's marketplace and what the future market may look like. We will discuss trends started prior to the pandemic that still are important and what new ones have been created. We will also look at the diminishing meaning of equity in many firms, how partners are buying each other out, what you can do to make your firm more attractive and the keys to client retention post selling or merging. During the session, we will help you understand when and why is the "right" time to merge up, merge a firm in, acquire a firm or remain independent. 

Learning Objectives:

  • Assess how 2021 practices will be valued when selling externally or to partners - what is the multiple?
  • Interpret the importance of adding advisory services and alternative methods of merging or acquiring a niche.
  • Evaluate when to commence your succession plan and how to chose the "right" firm to merge, acquire or sell to.
  • Summarize the shortcut to initially determining culture fit before diving too deep.


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