What's Your End Game?
A Panel on Building for the Future, Buying to Grow, or Selling Your Accounting Practice

As an accounting or bookkeeping practice owner, you've probably had thoughts about your end game – even if only in the back of your mind. Whether you’re focused on long-term growth, expanding through acquisitions, or preparing to sell, making the right strategic choices is key to your success. In this panel discussion, industry experts will share their insights, experiences, and actionable strategies to help you determine the best path for your firm’s future.

webinar details

  • Webinar dateAvailable on-demand
  • Webinar timeWatch anytime!
  • Webinar presenters3 panelists + moderator Learn more Circle arrow
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key takeaways

What you’ll learn in this webinar

Reports

Sustainable growth strategies

Tips for building a practice with long-term success.

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Acquisition insights

How to approach acquisitions as a pathway to accelerate expansion.

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Tips for successful exits

How to prepare your practice for sale and navigating the selling process successfully.

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Q&A

Ask questions and get answers from the experts.

YOUR PANELISTS

Industry Leaders & Experts

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Emily Cheshire

Director of Managed Services and Technology Practice, Aprio

Emily brings extensive experience in accounting M&A and practice management. Before joining Aprio, she built and successfully sold her own ecommerce accounting firm. Emily will share insights on both expanding through acquisitions and preparing a practice for sale.

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Chad Davis

Co-Founder, LiveCA

Chad is the co-founder of LiveCA, one of Canada’s first cloud accounting firms and AutomationTown.io, an automation and AI community for accountants. With a focus on sustained, organic growth, Chad has built a calm, sustainable practice using frameworks, adjusting expectations of growth and focusing on long term value for both team members and their customers. 

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Pedro Noyola

CEO, Balanced Business Group

Pedro, with a background in private equity, acquired Balanced Business Group and has since grown it through multiple acquisitions of small practices serving food and beverage brands. He will provide expert advice on the strategy and benefits of expanding through acquisitions.

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Geoff Gualano

Head of Marketing, A2X

Geoff will moderate the panel discussion.

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