Private Equity & CPA Firm M&A: What Owners Need to Know | The IPA Podcast | Episode 36 скачать в хорошем качестве

Private Equity & CPA Firm M&A: What Owners Need to Know | The IPA Podcast | Episode 36

Private equity is reshaping CPA firm M&A and this crossover episode gets into what firm owners need to know right now. Rob Brown is joined by Brannon Poe (Accountants Flight Plan Podcast) to talk PE deal dynamics, “headline offers” vs. reality, what buyers want today and how firm owners can prepare—whether they’re planning an exit or simply trying to build a stronger firm. Follow INSIDE Public Accounting for more insights on firm growth, trends and leadership. Visit our website: insidepublicaccounting.com Subscribe for weekly episodes and shorts. Timestamps: 0:00 – Welcome + crossover with Brandon Poe 0:27 – What the Accountants Flight Plan Podcast covers 1:14 – How IPA approaches the profession (data + context) 1:56 – Why M&A is so active right now (and why PE is here) 4:58 – PE in accounting: why it’s pervasive 6:01 – The tradeoff: capital vs. control (and why “fit” matters) 7:52 – Why deals don’t work: speed, diligence, and culture 10:09 – Seller options in a strong market 11:07 – PE vs. traditional buyers (and why it’s “muddy”) 12:46 – Why PE deals are more complex 13:49 – Diligence intensity and seller experience 15:43 – When is it time to sell? (hint: it’s about time) 18:52 – Signals to sell vs. signals to fix the firm 21:07 – What buyers want now: margin, teams, low dependency 22:41 – IPA data point: how many firms are doing deals 25:03 – Is there a “too small to merge” cutoff? 26:33 – Why $2.5M → $5M can be a tough growth stretch 28:00 – Practical advice: partner alignment + focus + pruning 33:58 – One-word advice: boundaries (time, pricing, boundaries) #INSIDEPublicAccounting #CPA #Accounting #PublicAccounting #CPAFirm #PracticeManagement #FirmGrowth #PrivateEquity #MergersAndAcquisitions #CPAFirmOwners #Leadership #Advisory