Sell Your Accounting Firm, Cash, Earnout, Rollover Equity Breakdown скачать в хорошем качестве

Sell Your Accounting Firm, Cash, Earnout, Rollover Equity Breakdown

Tried to catch every question in the webinar, but ran out of time? This follow-up Q&A covers the deal terms, risks, and valuation drivers that show up in real accounting firm M&A. Doug Lewis, Managing Director at The Visionary Group, answers the most common questions firms ask before they sell, merge, or take outside capital, including cash at close, earnouts, rollover equity, and what can change after a buyer recapitalizes. What you will learn (key takeaways): The most common accounting firm deal structures, cash, earnout, rollover equity How often earnouts and clawbacks show up, and how often clawbacks actually happen How to think about rollover equity quality, track record, leadership, liquidity plan PE vs CPA-backed and strategic buyers, what differs when valuations look similar What really moves valuation, client concentration, niche focus, geography, tech stack How buyers evaluate scale, margin, and adding services to an underserved client base Broker vs M&A advisor, and when each option makes sense Chapters, jump to what you need: 00:00 Welcome and Why This Follow-Up Matters 00:55 What Most Accounting Firm Deals Look Like Today 02:45 Earnouts, Clawbacks, and Rollover Equity Explained 05:00 The “Second Bite” and Liquidity Event Reality 06:45 Risk Scenarios, Rollups, and Buyer Recapitalization 08:30 Culture vs Financial Engineering 09:45 Private Equity vs CPA-Backed Buyers 11:00 What Actually Drives Valuation? 12:30 Tech Stack, Client Mix, and Geography 14:00 Capital Use, Brokers vs Advisors, Buyer Competition 16:00 Final Thoughts and Next Steps If you want to watch the full webinar: https://www.getcanopy.com/blog/inside...