Overview 2.0 Credits ONLINE Wondering about the emergence of private equity (PE) as a viable exit strategy? Watching all the mergers and wondering why firms choose this route? Interested in learning how these strategies compare? Or are you picturing continuing forward with internal succession and remaining on the independent path?
Objectives Attend this session to make sense of various firm exit strategies by evaluating the pros and cons of each. Leave this session with clarity about your options and empowered to drive leadership unity around your best option for your firm.
Major Topics Define conscious capitalism and traditional capitalism and the role they play in your firm’s purpose List the pros and cons of various CPA firm exit strategies, including PE, merger, ESOP, and remaining independent Identify your primary motivators and values to lead you to the best exit strategy for your firm
Related Courses Strategies to Assure Your Firm's Ongoing Independence and Sustainability (NEW) 10/26/2026 - Zoom
