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CPA Leadership Institute Webinar Series
July 17, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
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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. View our CPE credit policy.
Cancel your registration at any time prior to the webinar 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 as M&A Advisor for the Middle Market
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
 This course will cover the process for selling a middle market company. Topics will include transactional valuation, helping clients prepare for sale, and selecting the right selling strategy.
 Presenter, Christian W. Blees, is President and CEO at BiggsKofford Capital. Chris began his career with a 30-person CPA firm, BiggsKofford, located in Colorado Springs, Colorado. He became a tax partner in 1999. In 2004, Chris launched the firm's M&A practice, known as BiggsKofford Capital. In 2007 he was also appointed as the CPA firm's Managing Partner.
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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- CPAs with middle market sized clients
- CEOs and CFOs of middle market companies
- COOs
- Consulting professionals seeking to assist in M&A transactions
Learning Objectives
- Preparing for sale and transactional valuation
- The selling process
- CPAs may expand their service offerings to include M&A consulting
- Company executives can help navigate the sale of their company
- Learn how to participate in the sale of client companies
Program Level: Basic
Prerequisite: Understanding of basic valuation theories would be helpful
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.
Recommended Reading
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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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©2014 CPA Leadership, 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
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by Slee, Marks, Blees, Nail