Succession Planning, Mergers & Acquisitions for Accounting Firms
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This Webinar series helps practitioners to develop succession plans through internal succession, and mergers and acquisitions including valuation, structure, due diligence (for both parties), guidelines, transition, de-merger provisions, and more. |
| Joel Sinkin
Since 1990, Joel Sinkin, principal of Accounting Transition Advisors, has consulted on over 700 accounting firm M&A transactions.. Joel has taught professionals about Mergers & Acquisitions through workshops, web casts and coaching programs on behalf of the American Institute of Certified Public Accountants, national associations, and state societies. He has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms. |
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| About the Program |
| Who Should Attend
Sole practitioners Partners Practice Managers Administrators What You Learn How to value your firm, and your merger partner. Why you should or should not merge. How to determine whether this is the right merger. How to do the merger right. Benefits of Attending Maximize the value of your practice. Assure the continuation of your practice. Provide for your profitable exit from the practice. Receive a one-year complimentary subscription to CPA Leadership Report valued at $164. |
Cost:
For subscribers to CPA Leadership Report, the fee is $131. To enroll, please click here.
If you are not yet subscribed, the fee is $295 including a one-year subscription to CPA Leadership Report. To receive your free subscription and enroll, please click here. | |
| Session Schedule:
May 3 May 10 May 15 May 22 May 31 |
Due Diligence and Documentation Issues Mergers for Accounting Firms Succession Planning -- Internal and External Transition Planning for a Merger or Acquisition Valuation and Deal Structure of an Accounting Practice Sale | |