As we transition from CPA Insights to the PE Summit, we move from exploring the profession’s many strategic paths to a deeper examination of private equity. We’ll frame the day’s discussions around what happens before, during, and after a deal—from investor priorities and transaction mechanics to the impact on firm strategy, brand, culture, technology investment, client relationships, and the realities of working with new capital partners.

The accounting profession is undergoing one of the most significant transformations in its history. Join accounting firm leaders, investors, advisors, and solution providers as we kick off PE Summit 2026 with an evening of networking and conversation. This reception provides an opportunity to connect with peers, share perspectives, and begin exploring the trends, opportunities, and challenges that will define the discussions throughout the summit.

We wrap up the Pre-Conference by highlighting the most important insights for firm leaders evaluating strategic options — from remaining independent to pursuing outside capital. These closing remarks also set the stage for the main conference, where we move from decision-making to execution and long-term impact.

Private equity isn’t inevitable. Accounting firms today have more options than ever—including remaining proudly independent. But independence requires firms to proactively address many of the same challenges that are driving others toward outside capital: growth, succession, talent, technology investment, partner retirements, capacity, and long-term strategic planning. In this session, firm leaders who have chosen to stay independent share how they’re building sustainable, competitive firms on their own terms.

The accounting M&A landscape has shifted dramatically, and firms under $10 million in revenue are navigating a uniquely complex environment. Buyer expectations have evolved, valuation methodologies have changed, and the options available to firm owners extend well beyond a traditional PE deal.

In this session, Brannon Poe, CPA, Founder of Poe Group Advisors, and Morry Brown, Regional Market Lead, draw on their experience guiding hundreds of firm owners through transitions to break down what smaller firm leaders need to know when planning an exit