What to do when private equity call?

• Insights into private equity trends affecting accountancy firms.
• Pros and cons of private equity investment for accounting practices.
• Guidance on evaluating PE as a route for succession, growth or exit.
• Alternatives to private equity, including global networks and alliances.
• Practical considerations for maintaining firm independence and culture.

Meet our presenters

Dean Shepherd CTA FMAAT

Director of Customer Education
& Engagement, TaxCalc.

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What to do when private equity call?

Trust TaxCalc to keep you informed.

With over 20 years’ experience as a practising accountant and chartered tax adviser, Dean is responsible for customer education and engagement at TaxCalc. In 2004, he launched a niche digital accounting practice which he sold in 2016 prior to making a move into tax and accounting technology.

In this webinar, aimed at practice owners and partners considering succession, growth and/or exit, we’ll explore the growing influence of private equity across the globe, including why PE is so interested in accounting firms, the opportunities and risks it brings, real-world experiences from both sides of the Atlantic, and credible alternatives for your practice.

What you will take away:

Nila Khan

Executive Director, Accelerate Community.

Nila is the Executive Director of Accelerate, an association of relationship-focused, value-based accountancy firms. She is known for fostering a collaborative environment where firms thrive through mutual support and innovation, herself having an accomplished leadership background in the accountancy and professional services sectors.

Alan Deichler

Past President & CEO, CPAmerica Inc.

Alan is the former President and CEO of CPAmerica Inc, a Top-10 US accounting organisation of 90 independent CPA firms, where he spearheaded the association’s expansion with an emphasis on service, collaboration and consistency. Prior to this, he held leadership roles at Ernst & Young, Acclivus Corporation, and IBM, coaching partners on business development and delivering international growth.

Our expert panel brings together a wealth of experience from both sides of the Atlantic, offering real-world insights, strategic guidance and a global perspective to help you make informed decisions.

The UK accountancy sector is seeing a surge in private equity (PE) activity, and not just amongst the large regional firms. But is PE the right path for your practice? What are the alternatives, and how do you make the best decision to safeguard your firm’s future?

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