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Thursday, December 5, 2024 In-personMonmouth/Ocean Chapter

The Changing World of CPA Firm M&A | Trusts, Wills and Estates (E2412699)

8:30 AM - 11:00 AM EST

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

2.5 CPE Credits in SK

OVERVIEW

Learn about the changing landscape of mergers and acquisitions (M&A) for CPA firms as well as opportunities to add advisory service offerings to small and midsize practices.

DESIGNED FOR

CPAs in public practice

BENEFITS

Understand how developments in mergers, acquisitions, private equity and other trends are impacting CPA firms.

HIGHLIGHTS

  • Changing landscape of CPA firm mergers and acquisitions
  • Opportunities to add advisory service offerings to small and midsize practices
  • Best process
  • Basic alternative practice model
  • Private equity valuations
  • Impact of private equity on the non-private equity market 

SPONSORED BY



COURSE LEVEL

Basic

INSTRUCTOR

Walter Brasch

Walter J. Brasch, CPA, CGMA

Chief Success Officer

Prager Metis CPAs, LLC

Walter is the chief success officer at Prager Metis CPAs, a member of Prager Metis International Group. He has over 30 years of executive experience in accounting and business advisory. He possesses deep expertise in all facets of firm and practice management; firm/corporate strategy and execution; business development; practice growth and senior management mentoring. Walter also serves as a managing director at Whitman Business Advisors, where he provides advisory services to clients in areas such as strategic planning, practice management and mergers and acquisitions. He is also a regular and trusted advisor to boards and audit committees. Walter is a former president of the NJCPA and is a member of its Accounting & Auditing Standards Interest Group and the Governmental Accounting & Auditing Interest Group.

PRICING

$50.00 - Member

$60.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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