Free CPE for Accountants
Master the Merger Process (1 CPE)
April 29, 2026 1PM
Presenter: Joe Tarasco
Delivery Method: Group Internet-Based
Field of Study: Business Management & Organization
Course Description:
CPA firm owners should maintain a realistic perspective about the changing marketplace and how it relates to their internal vs. external succession options. It’s important to evaluate the powerful impact private equity has and will continue to have. Also, continuously evaluating the market and considering viable succession options for their future, such as traditional M&A transactions, hybrid PE-Traditional deals, PE-Tuck-in, or platform firm-type transactions.
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