The Build or Buy Decision for Tax Professionals

Explore a key decision for tax pros: build a firm or buy one. Experienced practitioners will share candid lessons from both paths, including the risks, rewards and surprises they encountered along the way. Through real-world examples, this panel will highlight the factors that matter most when weighing capital and personal goals. Leave with a clearer framework to decide which path aligns with your vision and constraints.

Objectives

Upon completion of this session, you will be able to:

• Identify the major factors that influence the decision to build a tax practice or buy an existing firm, including personal goals, risk tolerance, capital and timeline
• Compare the advantages and drawbacks of building versus buying a firm
• Apply a practical decision framework to evaluate which path best aligns with your goals and constraints
• Outline the next steps and key questions to pursue after the session

CPE