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December 4, 2018: 1 - 2:15pm ET
How to Maximize Performance of Best Practices in Merger Readiness - Part I |
What are the Best Practices for firms seeking a merger? What are the alternative deal structures available? How do you value a firm? What are the likely roadblocks you may encounter? What are the steps to follow from beginning to end of the process?  Presenter, Joel L. Sinkin is President of Transition Advisors and has been involved with and consulted on 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting in 2012 through 2017 by Accounting Today. He teaches CPE courses and lectures for the American Institute of CPAs, national associations and state societies. He is also frequently quoted in trade magazines, has authored many articles and most recently co-wrote "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" published by the AICPA. In his more than two decades in the M&A arena, Joel has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms. |
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Who Should Attend
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Learning Objectives
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Firm owners Anyone considering a merger, sale or acquisition |
Learn how to identify the right merger candidate". Detail how best to succeed in your merger goals. List what information should firms share and when. Learn to manage the M&A Process - 4 Best Practices Learn to identify merger candidates - 3 Best Practices Learn to package your firm as an "Ideal Solution" - 4 Best Practices Learn to assess the value of candidate firms and structuring deals - 5 Best Practices |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1.5 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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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. |