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Expert Panel

Financial Management

(2726) Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic


Content Level: Intermediate

Personas: Accountant, Office Manager, Owner/Principal

Products: Applied Epic

Wednesday, September 30, 2026
11:00 AM - 12:00 PM East Coast USA Time
Mergers and acquisitions are common throughout the industry, and having the right knowledge and tools can simplify the process for all parties involved. This panel will share best practices on the process from pre-acquisition through full integration, including earn-outs, goodwill, banking transition, carrier communications and more.