Private equity transactions are far more complex than traditional accounting firm mergers. For many firm leaders, the process can be unfamiliar, time-consuming, and filled with unexpected twists.
In this panel, legal advisors, investment bankers, and a firm MP will walk attendees through the key stages of a transaction—from the initial letter of intent and valuation discussions to due diligence, quality-of-earnings reviews, and final deal negotiations. Panelists will explain how enterprise value and EBITDA are assessed, why deals sometimes get re-priced, how rollover equity works, and the unique challenges of allocating value within partnership structures.
Whether your firm is actively considering a transaction or simply exploring its options, this session will provide a practical roadmap for understanding the deal process and avoiding common pitfalls.
