RECORDING: Seven Step Roadmap to Closing a Merger, Acquisition, or Sale

How does your CPA firm 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.

Webinar 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.