RECORDING: Succession Planning Using Sales And Mergers

Do you have one or more partners who want to reduce their time commitment to your firm over the next five years or less and don't have the strength on your bench to replace them? Do you want to grow your firm by affiliating with retirement-minded practitioners? Do you have some partners who want to slow down and others that want to grow?

Presenter, Joel L. Sinkin is President of Transition Advisors and has been involved with and consulted on 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting in 2012 and 2013 by Accounting Today. He teaches CPE courses and lectures for the American Institute of CPAs, national associations and state societies. He is also frequently quoted in trade magazines, has authored many articles and most recently co-wrote "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" published by the AICPA. In his more than two decades in the M&A arena, Joel has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms.