AFO|Wealth Management Forward
  • Home
  • About
  • Services
    • Wealth Management
    • Digital Marketing
    • Branding
  • Podcast
  • Schedule a call
BOOK A CALL
  • Home
  • About
  • Services
    • Wealth Management
    • Digital Marketing
    • Branding
  • Podcast
  • Schedule a call
The visionary Group

$50M+ Firms, M&A, RIAs, and Private Equity in Accounting

AFO|Wealth Management Forward2022-08-01T17:15:32+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

The visionary Group

Connect on LinkedIn:
Connect with Bob Lewis
Connect with Rory Henry
Connect with Will Hill

Learn more about
The Visionary Group

Learn more about
Arrowroot Family Office

$50M+ Firms, M&A, RIAs, and Private Equity in Accounting

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax planning with wealth management. Listen as Bob discusses how 85% of firms have an unfunded partner buyout and why private equity is getting increasingly involved in the space. Discover why 1 out of 2 firms over $10 million ask Bob to acquire non-accounting practices like software, cybersecurity, and medical consulting companies. Are real estate niches the most profitable? Is exit planning a gateway to greater profitability? Learn the answers to these questions and more with one of the professions leading voices.

BECOME MORE PROFITIBLE

click here to download the ebook

Author

AFO|Wealth Management Forward


Related Posts

Compliance to Consulting

Turn Client Data into Actionable Insights, Move from Compliance to Consulting

Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how... read more

Tax & Financial Planning

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning

Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth... read more

Joey Drolshagen of IFGT Coaching and Consulting

Personal and Professional Development

Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting... read more

Dr. Daniel Crosby

NY Times Best Selling Author, Dr. Daniel Crosby: Behavioral Finance, Food & The Norwegian Underworld

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief... read more

Clayton Oates

Finite vs Infinite Game – How The Accounting Profession Can Think Like Apple

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology,... read more

In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting Services: The Definitive Success Guide. Hitendra discusses the history of CAS, how it has evolved to CAS 2.0, and how accountants are utilizing data intelligence to assist business owners in making better decisions. Discover why Hitendra believes CAS is a team game, and how firms can hire non accounting graduates and train them on processes and numbers. They discuss the network of network effects and why private equity is increasing it's involvement in the accounting space. Do you want to know why Miriam Webster should change the definition of "Accounting?" Do you want to know how accounting firms can think like the McKinsey's of the world? Find out the answer to these questions and more from the accounting professions leading voice on CAS.

Utilizing AI & Business Intelligence – CAS 2.0

In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting... read more

The Subscription Economy, Concierge Doctors, & Virtual Family Offices w/ Ron Baker

In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise... read more

FreshBooks

Advisory, Community & Work-Life Balance

Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at... read more

Ryan Conn of Shelton & Assoc. CPA and CS Business Consulting

SWAT Team Guide to Accounting

Rory is joined by Will Hill of Will Hill Consults to talk with Ryan Conn of Shelton & Assoc. CPA... read more

Strategies for working with High Net Worth Clients

Strategies for working with High Net Worth Clients

Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth... read more

JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.