Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next

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Thinking about selling your accounting firm or taking outside capital?

In this follow-up Q&A episode, Doug Lewis breaks down the most common accounting firm deal structures, including cash at close, earnouts, rollover equity, and what actually happens after a recapitalization.

You will learn:

• How accounting firm M&A deals are typically structured
• When earnouts and clawbacks show up, and how often they are enforced
• What “rollover equity” really means and how to evaluate its quality
• The difference between private equity buyers and CPA-backed strategic buyers
• What drives valuation multiples, client concentration, niche focus, tech stack, leadership depth
• How buyers assess scalability and operational maturity

If you are a firm owner, managing partner, or practice leader exploring succession, growth, or a liquidity event, this episode will help you understand both the upside and the risks.

Watch the full Webinar 

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