Dive into actionable insights for CPA firm owners aiming to increase their firm’s valuation before an eventual sale or merger. Discover the latest trends, valuation drivers, and effective strategies for maximizing your firm’s value.
This comprehensive session, split into a 30-minute presentation followed by a 30-minute Q&A, will feature Geoff Bruskin, Managing Partner @ M&A firm White Tiger Connections specializing in Public Accounting M&A. Geoff will share invaluable knowledge for CPA firm owners looking to enhance their firm’s market value between $3M and $30M.
Geoff will discuss an example of an Accounting Firm in his portfolio that recently sold for $6.1m to Private Equity.
Additional topics will include strategies for increasing your firm’s valuation multiplier, identifying and enhancing key value drivers, insights on financial and operational improvements that appeal to prospective buyers, navigating market expectations for CPA firms in the current M&A landscape, crafting a compelling story about your firm’s potential for growth and stability, and best practices for succession planning to ensure a smooth and profitable transition.