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
Available on-demand
Watch anytime!
3 panelists + moderator
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Watch the webinar
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key takeaways
What you’ll learn in this webinar
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Sustainable growth strategies
Tips for building a practice with long-term success. -
Acquisition insights
How to approach acquisitions as a pathway to accelerate expansion. -
Tips for successful exits
How to prepare your practice for sale and navigating the selling process successfully. -
Q&A
Ask questions and get answers from the experts.
YOUR PANELISTS
Industry Leaders & Experts
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.
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.
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.
Geoff Gualano
Head of Marketing, A2X
Geoff will moderate the panel discussion.
