Whether your accounting firm is considering an acquisition, a merger, or private equity investment, Intapp can help. As your strategic partner, we offer leading solutions for independence and conflicts management that can power your successful M&A transformation. Connect with us at the Accounting Today PE Summit 2024 to learn how we can partner to ensure your firm thrives in this rapidly changing environment.
Accounting Today PE Summit
Confidently navigate your firm's M&A journey
November 20 – 21, 2024 | Chicago
Connect with Intapp M&A expertise
Gain actionable PE strategies at our briefing
November 21, 2024
7:30 am – 8:30 am
Reinventing the Ledger: The Private Equity Playbook for Modern Accounting Firms
Location: Governor's Ballroom South
The accounting industry is experiencing unprecedented change fueled by private equity investments, digital transformation, and evolving compliance demands. Join experts from Crete, Intapp, and Vedder Price as they discuss how to build an accounting firm from the ground up using private equity funding. And explore the unique challenges facing emerging and established firms, including the evolving role of independence compliance, the rapid adoption of digital technologies, and the lessons large firms can learn from nimble newcomers. We’ll also cover:
- The power of PE investment Private equity investment can be a catalyst for growth and innovation in the accounting industry, enabling firms to scale rapidly and access new opportunities.
- The importance of agility Accounting firms must adapt to a rapidly changing landscape by embracing technology, adopting agile methodologies, and fostering a culture of innovation.
- The critical role of compliance Robust compliance frameworks are essential for navigating the complex regulatory environment and mitigating risks associated with M&A and PE transactions.
Speakers
Explore resources to confidently navigate your firm's M&A journey
THOUGHT LEADERSHIP
Align your firm's tech investments with private equity buyers' growing interest in accounting firms
STRATEGY GUIDE
Accelerate acceptance and continuance while minimizing the risk of missed conflicts
Featured ARTICLE
Staying ahead of independence and conflicts problems
FEATURED ARTICLE
Accounting firms need improved conflict checking in era of private equity investment
THOUGHT LEADERSHIP
Align your firm's tech investments with private equity buyers' growing interest in accounting firms
Going into 2025, private equity investment in accounting firms will be an accelerating trend that builds on the momentum of recent years. Since the first PE infusion into an accounting firm in 2021, private equity interest in the industry has grown as investors seek to diversify their portfolios with acquisitions that deliver reliable revenue streams. For accounting firms looking to attract PE interest, automating risk and compliance functions is a savvy move.
Read the white paper
STRATEGY GUIDE
Accelerate acceptance and continuance while minimizing the risk of missed conflicts
Discover strategies to speed up intake and conflict resolution processes while ensuring thorough checks.
Download the guide
Featured ARTICLE
Staying ahead of independence and conflicts problems
Though most professional services firms check for conflicts, accounting firms must take the added step of conducting independence checks. Managing that risk gets harder as accounting firms get larger and grow faster. How each firm conducts and documents its comprehensive checks can make a difference in firm growth and reputation.
Read the article
FEATURED ARTICLE
Accounting firms need improved conflict checking in era of private equity investment
Learn why reliable conflict-checking processes have become so critical for accounting firms, how these processes can also help your firm attract and even vet private equity offers, and how Intapp solutions can help you manage the independence issues raised by PE investment in accounting firms.
Read the article
Drive better outcomes with Intapp accounting solutions
Accounting software solutions
Drive better outcomes for your accounting firm
Explore Intapp accounting solutions
Conflicts and independence management
Reduce risk with a unified approach to conflicts and independence
Explore conflicts and independence management
Personal independence compliance
Simplify compliance with firm policies and PCAOB requirements
Explore personal independence compliance
Client onboarding and continuance
Accelerate risk-informed acceptance and continuance decisions
Explore client onboarding and continuance
Accounting software solutions
Drive better outcomes for your accounting firm
Improve your firm’s operations, grow revenue, and provide your clients and professionals with management software built for the workflows of modern accounting firms.
Explore Intapp accounting solutions
Conflicts and independence management
Reduce risk with a unified approach to conflicts and independence
Quickly search, identify, resolve, and report on conflicts of interest and independence impairments — all from one centralized location. Using Intapp Conflicts, your firm’s risk professionals and partners can search and analyze potential issues using consolidated information from your firm’s systems and trusted third-party sources.
Explore conflicts and independence management
Personal independence compliance
Simplify compliance with firm policies and PCAOB requirements
Ensure and demonstrate your employees’ compliance with firm policies and PCAOB independence requirements more efficiently. With Intapp Employee Compliance, you’ll gain a single, intuitive destination to disclose, monitor, and report on outside business interests.
Explore personal independence compliance
Client onboarding and continuance
Accelerate risk-informed acceptance and continuance decisions
Speed up client onboarding — without sacrificing comprehensive risk assessments. With Intapp Intake, your team members get centralized access to the data they need, so they can make risk-informed acceptance and continuance decisions faster.
Explore client onboarding and continuance