The Future of Accounting Firms in an AI Driven World with Ryan Lazanis
The accounting industry is changing faster than ever. Automation, artificial intelligence, and remote work are rewriting the way firms operate....
How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh
Douglas Slaybaugh, founder of CPA Coach, helps CPAs and accounting executives strengthen leadership, performance, and job satisfaction through better coaching...
Inside the Minds of Firm Buyers: Lessons from Accounting M&A Leaders
Featuring insights from Noah Beery (Platform Accounting Group), Marcus Dillon (Dillon Business Advisors), Kyle Pezzi (Solutions Group), and Patrick Ditcher (Appletree...
I Sold My Accounting Firm: A Panel Discussion on the Process and Lessons
Selling a firm is more than a transaction. It is a test of timing, structure, and self-awareness. In this M&A...
How to Finance Accounting Firm Acquisitions: SBA Insights from Sarah Sharp and Shannon Hay
Featuring: Sarah Sharp, Partner at SK&S Law & Founder of Deal Academy Shannon Hay, Senior VP at United Midwest Savings...
Questions Every Firm Leader Should Ask Before Taking Private Equity: Jennifer Wilson’s Guide
Key Takeaways Not every accounting firm needs to sell or merge to grow. Private equity (PE) offers capital but comes...
