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The future of firms: AI, M&A, and alternatives to selling

❓ How is the rise in mergers and acquisitions (M&A) reshaping the future for modern firms?

❓How is AI unlocking new ways to grow, scale, and lead more efficiently?

❓ Is selling the only option—or are there better ways to reach your goals?

In this video, Joe Carufe (Karbon) leads an insightful conversation with special guests, Anderson Petergeorge (Quanto) and Chase Birky (Dark Horse CPAs), about how firm leaders can plan their next move. Whether it's buying, selling, or building differently, they'll explore strategies for meaningful growth, seamless transitions, and pursing alternative pathways with confidence.

You'll learn how to choose the approach that best suits your firm's future, taking into account the latest trends in M&A, the emerging role of AI, and insights from three experienced leaders in the industry.


This is part two of the six-part series 'Your firm's future: Buy, sell, or build.'

This webinar series, presented by Practice Marketplace by Karbon, stars Joe Carufe and an exciting mix of special guests. Together, they'll share practical strategies for M&A, exits, and building for what’s next—empowering you to grow, transition, or sell your firm with confidence.

Explore the series.

Chase Birky
CEO & Co-Founder, Dark Horse CPAs

Chase Birky is the CEO & Co-Founder of Dark Horse CPAs, a distributed tax and accounting firm for small businesses. A rebel at heart, Chase is out to change the public accounting industry from the upside down. He is an honoree of CPA Practice Advisor’s 2022 ’40 Under 40’ and a finalist of CPA.com’s 2022 Innovative Practitioner of the Year award.

Anderson Petergeorge
Co-Founder, Business Lead, Quanto

A trained CPA with 8 years of experience, Anderson saw firsthand the challenges business owners face with bookkeeping, both as an accountant and as an e-commerce founder. Before starting Quanto, he was immersed in the AI ecosystem at Harvard and Oxford University.

The future of firms: AI, M&A, and alternatives to selling | Karbon Magazine