Small Firm Practitioners Roundtable: The Future of Firm Ownership

Overview

What's next for firm ownership?

The way accounting firms are structured, owned, and transitioned is changing. From employee stock ownership plans (ESOPs) and private equity (PE) involvement to mergers, acquisitions, and traditional succession planning, small firms have more options and more questions than ever.

Join fellow small firm practitioners for an open discussion about ownership models, transition strategies, valuation preparation for succession, and what these changes and options could mean for your firm. Share experiences, ask questions, and learn how others are navigating the lanscape of firm ownership and succession planning.

Hosted by the OSCPA's Small Firms Committee. 

This event is designed for discussion and peer sharing, and is not eligible for CPE credit.