RECORDING: Merger Readiness: Maximizing Best Practices-Part I

What are the Best Practices for firms seeking a merger? What are the alternative deal structures available? How do you value a firm? What are the likely roadblocks you may encounter? What are the steps to follow from beginning to end of the process?

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 through 2017 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.