Robert Fligel: Private Equity Shakes up M&A

Opportunity or threat? It depends.

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With Rick Telberg
For CPA Trendlines

Private equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession plans, shifting talent strategies, and reshaping the competition, according to Robert Fligel, CEO and founder of RF Resources, one of the nation’s leading advisors.

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In this exclusive interview with CPA Trendlines, Fligel, a veteran dealmaker in the vast and active New York market, explains what PE firms may not want you to know, why CPA firms are suddenly so much in demand, and the often-uncertain outlook for owners, staffers, and the profession.

For some, PE is an opportunity. For others, a threat. Fligel helps sort it all out.

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Replay: COVID Impact on CPA Firm M&A

M&A maven Robert Fligel says coronavirus is pushing deal-flow and trimming multiples.

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Featuring Robert Fligel
RF Resources

COVID-19 is putting new pressure on CPA firms to close merger deals, even if it means taking a haircut in the selling price, says Robert Fligel, the legendary New York-based CPA firm mergers-and-acquisitions dealmaker, in a new CPA Trendlines Flash Briefing.

In this replay of the live web event, a fast-paced 30-minute webinar update, Fligel covers:

  • The Current State of the M&A Market,
  • Best Practices for Sellers, and
  • Pitfalls for Buyers and Sellers

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