Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next скачать в хорошем качестве

Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next

Send us your thoughts or what you want to hear more about! (https://www.buzzsprout.com/twilio/tex...) Thinking about selling your accounting firm or taking outside capital? In this follow-up Q&A episode, Doug Lewis breaks down the most common accounting firm deal structures, including cash at close, earnouts, rollover equity, and what actually happens after a recapitalization. You will learn: • How accounting firm M&A deals are typically structured • When earnouts and clawbacks show up, and how often they are enforced • What “rollover equity” really means and how to evaluate its quality • The difference between private equity buyers and CPA-backed strategic buyers • What drives valuation multiples, client concentration, niche focus, tech stack, leadership depth • How buyers assess scalability and operational maturity If you are a firm owner, managing partner, or practice leader exploring succession, growth, or a liquidity event, this episode will help you understand both the upside and the risks. Watch the full Webinar (https://www.getcanopy.com/blog/inside...)