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Investment Banking – What CPAs Need to Know

Understanding the value of a business is critical to achieving a client’s long-term goals and objectives. Our experts will share insights into how businesses are valued in real-world M&A transactions and help you help your clients understand how to develop strategies for maximizing the value of their business even if they aren’t currently looking to exit. Knowing how to help your client, enhancing your relationship by becoming more of a trusted business advisor is half the battle.


Jeff Lewis, CPA, Investment Banking Team Leader

Dave Dinolfo, CPA, MBA, Partner Investment Banking