What is Wrong With Your Owner Agreement?
June 25, 2024 @ 1-1:50pm ET

In this webinar we will explore how your owner agreement may not be designed to best manage the admission of new partners, buyout of retiring partners. We will also discuss how the recent changes in firm values caused by strategic buyers should or should not affect your owner agreement.

Who Should Attend

Owners of accounting firms
Accounting firm leaders

Learning Objectives

Learn the tradeoff between ownership and performance in allocating firm value
Learn the effect PE is having on firm values
Learn how to make sure your firm can afford partner retirement buyouts
Learn the tools for admitting new partners
Learn the other agreement terms that are important to managing ownership in an accounting firm

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Presenter: Terrence E. Putney, Senior Managing Director, of Whitman Transition Advisors

ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

What is Wrong With Your Owner Agreement?

What is Wrong With Your Owner Agreement?

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