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The Accounting Podcast

From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation

Jun 7, 2024
Anthony Venette, Director of Business Valuation at DeJoy & Co., shares his journey from audit to valuation, emphasizing soft skills in advisory roles. He discusses purchase price allocation, tax work, client engagement, work-life balance, email management, and technology impact in the field.
24:41

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Soft skills and effective communication are crucial in advisory roles in business valuation.
  • Specialized credentials in valuation and hands-on experience are essential for aspiring professionals.

Deep dives

Anthony Vannetti's Career Journey and Transition to Business Valuation

Anthony Vannetti, a seasoned professional with a diverse background in tax, FPNA, and M&A, shares his unconventional path to specializing in business valuation. Beginning with traditional accounting roles at PwC, he discovered his passion for valuation through a college course. Emphasizing the importance of exploring non-traditional CPA career paths, Vannetti highlights the value of communication and soft skills in advisory roles.

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