Self-Study: Private Equity in Accounting: A New Era

Overview

The growing interest in private equity in accounting reflects a shift towards new growth opportunities, strategic investments, and competitive positioning within the industry. Allan Kotlin, CEO of Kotlin Consulting Group, addresses the growing role of private equity in the accounting industry and explores challenges in mergers and acquisitions, including the importance of cultural fit and leadership decisions. This includes discussion of how private equity affects profitability as well as strategies for staying competitive, such as mergers, private equity rollups, and partnering with big firms. He also covers how generational conflicts and changes in compensation impact younger partners.

Highlights

• financial management and strategy
• professional development for CPAs
• accounting best practices
• technical accounting guidance

Objectives

• Identify key challenges in mergers and acquisitions within the accounting industry
• Recognize the impact of cultural fit on private equity transactions in accounting
• Recognize how generational conflicts affect valuation and compensation in firms
• Identify factors influencing the growing interest in accounting firm acquisitions