Tax and Accounting Firm M&A: Performing Due Diligence
Current Trends in Accounting Firm M&A Deal Structuring and Negotiations
Recording of a 110-minute CPE video webinar with Q&A
This webinar will discuss the due diligence process for M&A involving CPA firms. Our panel of astute transaction advisers will cover the history and current trends in accounting firm M&A, critical succession planning considerations, deal structuring, and the tax implications of these arrangements.
Outline
- History of CPA firm transactions
- Overview of current trends in accounting firm M&A
- Strategic objectives for buying and selling
- Succession planning considerations
- Preparing for the transaction (sellers)
- Preparing for the transaction (buyers)
- Deal structuring and negotiation
- Post-transaction considerations (including equity incentives and the like)
Benefits
The panel will cover these and other critical issues:
- When to consider an acquisition
- KPIs acquiring firms should consider
- Steps to ensure a successful transition
- Unique M&A considerations for accounting and tax firms
Faculty
Ryan Babiak, CPA, MST
Partner
Anchin, Block & Anchin
Mr. Babiak, CPA, MST, is a Tax Partner and member of the firm’s Professional Services and Technology Groups. He... | Read More
Mr. Babiak, CPA, MST, is a Tax Partner and member of the firm’s Professional Services and Technology Groups. He brings more than 15 years of experience in public accounting to the firm. Mr. Babiak specializes in strategic tax planning, tax compliance, and state and local tax matters for entrepreneurial, venture capital and private equity-backed businesses ranging from start-ups to growing and established technology companies. He works closely with founders, advising them on tax strategies and complex equity and debt considerations. In addition, Mr. Babiak specializes in working with blockchain and digital assets, SaaS, e-commerce, and consumer product companies.
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David R. Johanson
Senior Partner
Hawkins Parnell & Young
Mr. Johanson assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related... | Read More
Mr. Johanson assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on executive compensation, equity incentive plans, non-qualified deferred compensation, ESOPs, ESOP transactions, mergers and acquisitions and related tax planning, and business succession and estate planning. He defends ERISA fiduciaries, plan sponsors, selling shareholders, and investment advisers in ERISA litigation matters involving ESOPs and business transactions in federal and state courts throughout the country in a wide range of controversies covering ERISA fiduciary responsibilities, ESOP valuation disputes, disclosure obligations, investment issues, and tax matters. He has extensive experience in negotiating ESOP, ERISA, and other issues with government regulatory agencies and in representing ERISA fiduciaries in litigation. Recognized nationally for his experience and expertise in the ESOP and executive compensation field, he is a past chair of the legislative and regulatory advisory committee of The ESOP Association.
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Jonathan Moore, CPA
Partner-in-Charge of Advisory Services
PKF O'Connor Davies
Mr. Moore provides accounting due diligence services in connection with mergers and acquisitions, divestitures, and... | Read More
Mr. Moore provides accounting due diligence services in connection with mergers and acquisitions, divestitures, and carve-out transactions initiated by private equity firms and strategic investors.
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