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CPA Leadership Institute Webinar Series
November 7, 2013 |
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Want to attend?
Join as a Professional Member for $299 and you can attend webinars free. Also review our group plans. Contact us today. |
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
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CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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CPA Firm Internal Succession
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
Is your goal to keep your owner succession internal? Learn how to assess your readiness to execute an internal succession plan so you don't have to merge up or sell your firm externally.
 Presenter, Joel Sinkin, principal of Transition Advisors, has consulted on over 900 accounting firm M&A transactions. Joel has written widely and taught professionals about this subject in workshops, web casts, and coaching programs.
View the course syllabus.
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Cost & Registration
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To register, select the date by your membership level.
Purchase a recording.
| Professional member |
$39 |
| Premium member |
$59 |
| Standard and Non-member |
$99 |
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Program Information
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Who Should Attend
- Owners of firms who have partners (or themselves) that want to slow down in 5 years or less and want to use a partner or staff person internally as their successor(s)
- All critical partners of firms who need to understand what it takes and how to value your ownership interest when selling internally
- Partners who need to understand how to access their firms readiness to execute an internal succession plan in the short term and long term
What You Learn
- When to begin to consider your internal succession plans
- How to value your equity ownership
- How to review our firm's ability to execute internal succession for the partner group
- Understand your options if the way you are currently organized you cannot execute an internal succession plan. There are alternatives!
Benefits of Attending
- Creating a long term plan that can offer the ability to stay independent and thrive even while partners will need to be replacedspan>
- How are such buyouts structured in today's marketplace
- What are the firms' options?
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
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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. |
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©2013 CPA Leadership, 200 East Randolph Street, 24th Floor, Chicago, IL 60601
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