Your Firm. Your Future. Your Move.
Private equity? Merger? Stay independent? The right decision starts with understanding your options.
You’ve spent years building your firm. Now the accounting profession is changing around you, and the questions are getting bigger.
Should you explore outside capital? Pursue an acquisition? Invest in growth independently? What would a transaction mean for your partners, employees, clients, and legacy?
At Accounting Today’s PE Summit, you’ll hear directly from leaders who’ve faced these decisions, learn how deals actually work, and connect with the people shaping the future of accounting.
Whether you’re ready to make a move or simply want to understand what’s possible, you’ll leave better prepared to decide what’s right for your firm.
What You'll Gain
Understand private equity, mergers, ownership alternatives, and the tradeoffs involved.
Learn how valuations, negotiations, due diligence, and partner alignment actually work.
Hear from managing partners who’ve navigated outside investment and understand what changes afterward.
Explore how capital, AI, technology, and talent investments are changing the competitive landscape.
- Meet peers, investors, and advisors who can help you evaluate your next move.
The Conversations You Can't Afford to Miss
- Before the Deal: Culture, Strategy, and Economics
- Deal Mechanics: How PE Transactions Actually Work
- Life After the Deal: Operating Under PE Ownership
- What the Accounting Firm of the Future Will Look Like
