RECORDING: How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness

What are the Best Practices for firms seeking a merger? How does Culture impact the merger? What is involved in the integration process? Encounter? Is merging a firm in something you need to do? Do you have the capacity to manage a merger? To manage your own firm's internal succession needs?

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 2018 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.