

How CPAs Can Participate in M&A Advisory with Alan Hettinger
Oct 19, 2022
53:03
In this episode of the podcast, Jeremy and Chris speak with special guest Alan Hettinger (@AlanHett on Twitter) on a wide range of topics. Alan is an Accounting Manager for, and specializes in, a SaaS company. The conversation starts with Alan's thoughts as far as how software will impact the accounting industry, then transitions into an in-depth conversation about how accountants can add value during the mergers and acquisition (M&A) process. If you're offering advisory in your firm, this is sure to be a valuable conversation. The key takeaways from the episode are:
- Alan's thoughts on the future of the SaaS industry as it pertains to accounting
- Let's get nerdy - how should we define no-code/low-code within the accounting context?
- Things to consider when you're consulting with customers on their accounting technology stack
- Considerations when preparing a startup or early stage company for a transaction
- The accountant's role in an M&A transaction
- Going beyond the financials when proactively preparing a company for a transaction
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon