Everything You Need To Know To Choose The Right Path For Your Firm
November 16-19, 2026 | Loews Chicago Hotel | Chicago, IL

PE? Merger? ESOP? Staying Independent? Firms have more choices than ever.

 Welcome to PE Summit:The Future of Your Firm. This is the only event designed to help accounting firm leaders make an informed, strategic decision about capital—whether to remain independent or pursue private equity.

Through a structured, lifecycle approach, the summit brings together firm leaders, advisors, and investors to break down how capital decisions are made, how deals actually work, and what the future of firm ownership will look like—so leaders can confidently choose the right path for their firm.

Dan Hood on why you need to be at the 3rd annual Accounting Today’s PE SUMMIT! The future of your firm depends on it.

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Anticipated attendees
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Accounting firm managing partners and executive leaders
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PE firm leaders
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Deal advisors: Advisory firms, legal, banks, management consultants

Insights and experiences you can’t find anywhere else

You’ll hear directly from leaders who have been through an acquisition and firms that have taken on PE investments.
You’ll also hear from experts on deal structures and PE firms about how they work with accounting firms.
Plus, you’ll experience facilitated networking that connects interested parties.

Topics include:

Designed for Leaders Across the Industry

Whether you're an accounting firm leader, investor, advisor, or industry partner, PE SUMMIT connects you with the insights, strategies, and decision makers shaping the profession's future.

Accounting Firm Managing Partners & Executive Leaders

Explore your options for growth, capital, ownership, and long-term success.

Private Equity Firms & Investment Professionals

Understand the accounting market, connect with firm leaders, and explore what creates lasting value.

M&A Advisors, Investment Bankers & Transaction Professionals

Stay close to evolving deal structures, market dynamics, and the firms navigating their next moves.

Accounting Firm Growth, Strategy & Operations Leaders

Discover how capital, technology, talent, and integration strategies are reshaping the profession.

Technology & Professional Services Providers

Understand the changing needs of accounting firms and connect with the leaders investing in their future

Sponsorship opportunities

Position your brand as a thought leader, solutions provider or partner to an audience of leaders from the top firms in accounting.

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