PE Summit 2025

Our co-chairs return to the stage to wrap up the event, highlighting the most important takeaways from the previous two days,

Both before and after a deal, private equity will rouse a lot of emotions inside an accounting firm — and change a lot of people's roles.

Private equity is reshaping the accounting profession—fueling growth and modernization for some firms,

Once the ink on a private equity deal dries, accounting firms enter a new phase of their existence — one that requires fresh thinking,

Get ready for a dynamic, fast-paced session where thought leaders in private equity and capital funding take the stage to share their perspectives on its role in accounting.

What does PE want? Leaders from the private equity side of the equation share why they're interested in accounting,

The path to taking on private equity can take many forms; in this session, accounting firm leaders and industry experts share the main milestones on that path,

In this session, a panel of top experts and deal-makers (including our conference co-chairs) will survey the current state of play in the accounting profession —

When private equity firms invest in accounting firms, they're ultimately acquiring two assets: client relationships and the teams that serve them.

Private equity's theses for CPA+ platforms is increasingly nuanced and increasingly linked to the believability of a firm's organic growth prospects.

Discover the pivotal milestones of the past four years as CPA firms have partnered with private equity.

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,

Join Bob Lewis of The Visionary Group for an inside look at the key factors that enhance—or diminish—an accounting firm's value.

A key consideration for accounting practices that want to remain independent is finding the capital they need to invest in staff,

Private equity isn't inevitable: It's perfectly possible for accounting firms to remain proudly independent — but to do that,