The content covered in this workshop is specifically for CPA partners or firms looking to expand and grow through mergers or acquisitions. Growing your practice is arguably one of the most exciting and time-consuming endeavors you will face as a business owner. As you plan to grow through mergers and acquisitions, it’s imperative to be prepared with the tools and knowledge to make this process as smooth as possible. In this session, we cover the process of financing and strategy from start to finish.
Learning Objectives:
FY USA LLC
Managing Partner
[email protected]
(604) 694-1888
Sia has spent most of his career developing business improvement methodologies for Accounting and Law firms. He has created compelling professional courses and workshops accredited for CPE and seminars attended by hundreds of firms worldwide.
Sia has enabled hundreds of partners and their teams to resolve issues that impeded their ability to achieve success beyond expectations. Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit’ and teaching others to do the same.
PERA Growth Hub
Founder & Managing Partner
[email protected]
Meryl is the Founder & Managing Partner of PERA Growth Hub, a financial services and consulting firm. She started PERA to fill the gap between the flow of capital and resources to entrepreneurs, business owners, and founders that need it most. At PERA, Meryl helps clients secure the appropriate debt or equity financing options, working with lenders on the entire spectrum and clients of all sizes from start-ups to public companies.
Meryl is passionate about finance and start-up success, currently lending her time as a Committee Member, and volunteer to various organizations within the community. She is also a Mentor at the entrepreneurship@UBC program at the University of British Columbia. Meryl earned her MBA with a major in Accounting from Syracuse University in New York and was named one of the Top Female Founders to Watch in 2022.