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Private Equity vs. M&A in Public Accounting: Strategies & Insights to Help Partners Weigh Options and Make Informed Decision

In this informative and insightful webinar, Joe Tarasco will present an update on M&A, PE deals, and hybrid transactions. Joe will also discuss the pros and cons of the private equity model, M&A, and hybrid structures. Joe will present essential details to help partners achieve a successful transaction under different types of structures. Review the transaction criteria under both models and which size and type of firms fit best in all 3 models. Attendees will also learn about the ramifications and issues for partners and firm leadership to know throughout the decision process.

Who Should Attend

  • Partners

  • Managers

  • Firm Leadership/Management Professionals who are involved in M&A

 Learning Objectives

  • Learn all of the transaction structures and pros and cons of each.

  • Learn the differences between Private Equity and traditional deals and hybrids.

  • Learn to develop your Firm's criteria for the best possible chance of a successful right type of transaction for your firm.

  • Understand the various stages and how to best negotiate a deal for your firm.

  • Learn the risks and deal breakers to avoid in buying and sales type transactions

ADDTIONAL INFORMATION
Instructional Delivery Method:
Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None