Private equity investment continues to reshape the accounting profession, changing how CPA firms are valued, structured, and sold. While revenue multiples once dominated conversations around firm value, today's buyers are placing greater emphasis on profitability, scalability, growth potential, and operational performance.

In this session, valuation and M&A professionals Brannon Poe and Morry Brown provide an inside look at the forces driving CPA firm valuations in today's transaction market. Participants will explore the key metrics private equity groups and strategic buyers use to evaluate firms, the factors that influence deal terms and purchase price, and the common misconceptions that can lead owners to overestimate—or underestimate—the value of their practice.

Whether planning for succession, growth, merger opportunities, or an eventual sale, attendees will gain practical insights into how firm value is created and what steps can be taken today to improve future outcomes.