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 shares insights on what to expect at PE SUMMIT

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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:

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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