Private Equity and M&A Trends in CPA Firms

April 20, 2022

Private equity is starting to make inroads among CPAs firms. With a history of unsuccessful attempts at outside ownership of CPAs firms, is private equity destined to the same fate? And will the strong M&A activity among firms continue? Host Dr. Sean Stein Smith, CPA, discusses this and more with Garrett Wagner, CPA, of C3 Evolution Group.

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Garrett  Wagner

Garrett Wagner

Garrett is an industry thought leader on a mission to fuel the entrepreneurial spirit and passion within the accounting industry. With his ability to break free from the traditional CPA box, the entrepreneurial CPA has not only embraced this mindset but is on a mission to help others embrace the skills and knowledge needed to succeed. Garrett’s background includes working at CPA firms; speaking at conferences and events; and consulting for CPA firms across the country, helping them to ignite lasting change by understanding the unique needs of each firm.
Sean D. Stein Smith

Sean D. Stein Smith

Dr. Sean Stein Smith, CPA, DBA, CMA, CGMA, CFE, is a professor at the City University of New York – Lehman College. He is a member of the NJCPA Board of Trustees and participates on several interest groups.

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