WEBINAR - Succession Planning, Mergers & Acquisitions for Accounting Firms
ABOUT THE PROGRAM This Webinar series helps practitioners develop succession plans through internal succession and through mergers and acquisitions.  Subjects covered include valuation, structure, due diligence (for both parties), guidelines, transition, de-merger provisions, and more. For a detailed description of the Webinar, please click here.   Who Should Attend Sole practitioners Partners Practice Managers Administrators What You Learn How to value your firm, and your merger partner. How to make decisions on whether to merge Whether to merge with specific merger partners. How to structure the merger. Benefits of Attending Maximize the value of your practice. Assure the continuation of your practice. Provide for your profitable exit from the practice. Receive a one-year complimentary subscription to CPA Leadership Report valued at $164. Intermediate Level Prerequisite - you must be a CPA with 3 years experience. No advance preparation is required. This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids. COST If you are not yet subscribed, the fee is $295 including a one-year subscription to CPA Leadership Report.  To receive your free subscription and enroll, please click here. For subscribers to CPA Leadership Report, the fee is $131.  To enroll, please click here.   TESTIMONIALS "I am very particular about who I work with and the type of work my partners and I expect from our vendors or resources. I do not endorse any product or service business unless they really are “head and shoulders” over the competition. Joel is bright, ethical, creative and very easy to work with. The end result of our collaboration was the acquisition of another practice that greatly benefited our firm. Thanks again, Joel for your help!” Roger Ciacco. Satty Levine and Ciacco, CPAs, P.C.… “Joel, great job on the sale of our practice. I am absolutely astounded by how quickly you answered all our key questions and helped us consummate a fabulous sale for all parties concerned. We were very happy with the terms Joel structured and the buyer.” Eileen Gedicke, CPA   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.	Joel Sinkin Since 1990, Joel Sinkin, principal of Accounting Transition Advisors, has consulted on over 800 accounting firm M&A transactions. Joel has taught professionals about Mergers & Acquisitions of accounting firms through workshops, web casts and coaching programs on behalf of the American Institute of Certified Public Accountants, national associations, and state societies. He has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms.   SESSION SCHEDULE: All webinars start at 1:30 EDT and end at 2:50 EDT September 11 Succession Planning -- Internal and External September 18 Mergers for Accounting Firms September 25 Valuation and Deal Structure of an Accounting Practice Sale October 2 Due Diligence and Documentation Issues October 9 Transition Planning for a Merger or Acquisition ABOUT CPA LEADERSHIP INSTITUTE: CPA Leadership Institute publishes CPA Leadership Report, the monthly review of the best articles on leadership and management in the accounting press.  The monthly articles and the vast archives help CPAs in planning, decision making, and growth.  For sample issues please visit www.cpaleadership.com. CPE & Participation Hours Entitlement Participants are entitled to 8 CPE credits.  For more information, please click here. Refunds will be issued to participants, less a $75 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.
For questions, contact Angela Ruggiero at aruggiero@cpaleadership.com or (888) 406-0088.

CPA Leadership Institute, Inc. . 150 North Michigan Avenue . Suite 2700 . Chicago, IL 60601 Phone/Fax: (888) 406-0088 . www.cpaleadership.com . webmaster@cpaleadership.com