Trends in Mergers and Acquisitions

Date: Tuesday, October 22, 2019
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter(s): David Wolfskehl and John Raspante- Whitman Business Advisors
Objective: Discuss trends in mergers and acquisitions in CPA firms.
Field of Study: Business Management and Organization
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.
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Course Description
Discuss trends in mergers and acquisitions in CPA firms. What are firms looking for? What are the new players in the marketplace? What are orphan firms and what can we learn from them?

Presenter Bio(s)
David Wolfskehl’s role is to ensure the success of our team as well as create and deliver coaching and training programs that will help our clients reach their goals. David has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ. He is the author of The Micro Niche Method:The Pathway to Premium Pricing and Increased Profitability for Today’s CPAs and The Micro Niche Method: Narrow Focus Big Results (Volume 1), The Micro Niche Method is a process that brings Business development success to professional services firms – We have a focus on CPA’s and other consulting practices. If you feel like a commodity – have fee pressure or have trouble growing The Micro Niche Method is your solution. David has received several business awards, including ARC Employer of the Year and Fortune Small Business Magazine Boss of the Year finalist.

John Raspante is currently a member of NJSCPA where he serves on the accounting and auditing interest group and the editorial advisory board. He is also a member of the AICPA, Connecticut Society of CPAs and the NYSSCPAs where he serves on the Succession Planning Committee. John served as the President of the South Jersey Chapter of NCCPAP. In addition to Merger & Acquisition, Talent Acquisition and Training and Coaching, John will be expanding WBAs services by spearheading a Risk Management Consulting Resources offering. John, a Cyber-liability specialist will be providing intense education to Whitman Business Advisors clients and CPA firms Nationwide. John has both written and spoken extensively on CPA firm professional ethics education and will continue this at WBA. Before joining Whitman Business Advisors John served as Director of Risk Management for CPA Protector Plan a division of Brown & Brown. Prior to that role John served in similar positions with North American Professional Liability Insurance Agency and Camico. John also served as Compliance and Education Director at Graf Repetti, a Top 200 CPA firm. Previously, John was a sole practitioner offering multiple services to a diverse clientele in the NY tri-state area.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.