The CPA Advisory Show

How CPAs Can Participate in M&A Advisory with Alan Hettinger

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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

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA