Monthly Group Coaching Sessions:
1st Tuesday @ 3:30-5:10pm ET

Monthly Individual Sessions:
30 minutes on 2nd & 4th Wednesdays between 1:00-2:30pm ET

Most CPAs have clients that are preparing for a sale event in the near future. Often times this good-news event for your client means a loss of client revenue for the CPA. But, what if you learn to become a valuable resource to your client as they plan and execute this once-in-a-lifetime event?

This 6-month course has been specially designed to teach you how to deploy your firm's existing tax and accounting skills to assist a client through the sale of their business. Your experienced coach/facilitator will help engage with clients, deliver valuable services, and generate fees while you assist your clients with these important transactions.

Learn to work with clients that do not want to engage an investment banker or broker and how to add value even when an investment banker or broker has already been engaged. With knowledge of typical M&A transactions, CPAs will learn to add value by helping clients target buyers and negotiate value and terms of the deal, calculate working capital targets, propose tax structures, provide due diligence assistance and more.

If you want to be a valuable asset to your clients during these transactions - then this course is for you!

Remember best intentions and great ideas are a dime a dozen - implementation is the key.

• The course will consist of one monthly 100-minute group session -- which will include reports on previously assigned action items, a mini-presentation by the Coach on a key topic, followed by group discussion / Q&A and commitments to action items (no worries -- never too much homework)!
• Registrants can schedule a private, individual monthly 30-minute coaching session to address and breakthrough any obstacles that might be holding you back to making progress.
• Additionally, registrants will have full access to their coach, and each other, via unlimited e-mail correspondence in between sessions for the full 6-month period.
• This offers you an opportunity to receive a unique tandem of support that includes addressing real-life issues you might be experiencing with an active client engagement.

• Managing Partners
• Partners devoting time to supporting clients in sale transactions
• Outsourced CFOs supporting clients in sale transactions

• Month One: Engagement techniques to best present your services to clients and structure your fees to reflect the value you bring to the transaction.
• Month Two: Research and identification techniques for targeting buyers to meet the exit goals of your client.
• Month Three: Understand transactional valuation and how this differs from traditional business valuation. Lean how to best negotiate value in transaction offers.
• Month Four: Learn how to negotiate transactional elements other than value, such as working capital targets, escrow and holdbacks, earn-outs, compensation terms, etc.
• Month Five: Due Diligence response techniques that will help preserve the negotiated value and avoid re-trading of the transaction.
• Month Six: Tax structures common in privately-held sale transactions, including tax deferral techniques for non-cash consideration or rolled-equity elements.