RECORDING: Seven Steps to Closing a Merger, Acquisition, or Sale on Your Own

How do you start the process if your goal is a merger or acquisition? What are the steps you should take and what is the timing behind each? What information should you share and when? What should you review in due diligence? When should you expect an offer? What should be in your offer? These are but a few of the items we will review together.

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.