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Join BVR Chairman David Foster as he hosts a robust discussion with guests Ken Pia and Jay Fishman. Both are in the headlines thanks to their firms’ recent combinations with professional leaders CBIZ and Stout. We’ll discuss the strategic benefits of the latest business valuation firm combinations and what the radical change means for the future of the business valuation profession—and for your practice.
Program Agenda
Overview of recent acquisition news of Financial Research Associates (FRA) and Stout, and CBIZ and Marcum:
How are the integrations going so far?
What happens when two large valuation practices merge?
What synergies and new business goals are forecast?
What surprises have you experienced so far?
Are the cultures very different between the two groups?
What special challenges do you see going forward?
How will these mergers, creating the largest BV practice in the world in one case, enhance the market for business valuation services?
Do these deals change your relationship with the Big Four and/or audit community? With the fair value regulators in the U.S. and overseas?
The demand for valuation services is greater than the supply of partner-level expertise. Will further combinations among the best firms continue?
What will the future BV landscape look like in 12 months? Three years?
Learning Objectives
Understand the strategic reasons for recent transactions/transitions between some of the business valuation profession’s most respected firms;
Learn what these and similar changes may mean both for the practice of BV and for the future of the BV profession in 2025 and beyond;
Understand the business trends in the business valuation profession that impact your practice now; and
Anticipate how the growth of the largest BV practices will change BV standards, regulation, and practice quality.
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