CPA Insights - Accounting Firms ONLY

Workshopping a Typical Deal

Wednesday, November 19, 2025
12:00 pm - 12:30 pm

Veteran deal-maker, Phil Whitman, will take accounting firm leaders through the structure of a “typical” private equity deal to discuss important issues like price, rollover equity, levels of control, the “scrape” and how partner compensation is handled after a deal, and much more. The first part of the session will deal with smaller firms, and the second part with midsized and larger deals.

*Must attend both sessions to qualify for the 1 hour of CPE credit.