Succession Planning, Buying and Merging Larger Firms SPONSORED BY:               This session will review how larger accounting firms (5 partners and larger) are being valued in 2010, both for external sales and for partner buy-outs. The different types of mergers and how issues of governance, compensation and equity are being addressed. For a detailed description of the Webinar, please click here. Who Should Attend Partners of firms from 5 partners and up who have an interest in buying, selling or merging their accounting firm; partners seeking insights into internal succession planning and valuation of their firm or partners equity. What You Learn How to value your firm to an external buyer and an internal one. How to address the frequent situation wherein one or more partners are seeking succession within 5 years while others are many years away. How to address compensation and equity in mergers. Benefits of Attending There are many reasons to merge and not to. Understanding the options relating to buying, selling and merging can help you have more of the facts so you can make a more informed decision for you and your firm. Level of expertise needed - Beginner Prerequisite - none This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids.     Registration closes at 5pm ET the day prior to webinar. Click webinar date by your membership level to register. Professional Members: $0 6/16/10    10/6/10 Premium Members: $99 6/16/10    10/6/10 Standard/Non-members: $275 6/16/10    10/6/10 Click here for membership details and to become a member. Professional Membership ($299 per year) is the most cost effective level for multiple Webinar attendees. To view our catalog of over 80 presentations in 2010, click here.

Joel Sinkin Since 1990, Joel Sinkin, principal of Accounting Transition Advisors, has consulted on over 900 accounting firm M&A transactions. Joel has written widely and taught professionals about this subject in workshops, web casts, and coaching programs on behalf of the AICPA and many other organizations.       6/16/10 repeated 10/6/10 1:00-2:40 pm Eastern Time       CPA Leadership Institute is devoted to the enhancement of leadership and management development in CPA firms. Its repertoire of tools and reports includes CPA Leadership Report, Leadership Forum Report, Best Practices Tips, the Discussion Forum, the Webinar series, and more. For more information or to become a member, click here. CPE & Participation Hours Entitlement Participants are entitled to 2 CPE credits. For more information, please click here. Refunds will be issued to participants, less a $45 cancellation fee, provided they cancel prior to the day of the event. All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or jshiffrin@cpaleadership.com. CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Web site: www.nasba.org.