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Members Attend Free
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May 14, 2019: 1-2:40pm ET
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WEBINAR - How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness
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What are the Best Practices for firms seeking a merger? How does Culture impact the merger? What is involved in the integration process? Encounter? Is merging a firm in something you need to do? Do you have the capacity to manage a merger? To manage your own firm's internal succession needs? 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 2018 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
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Understand Firm Culture--3 Best Practices. Learn How to Plan the Implementation of a Merger--4 Best Practices. Learn to Assess Upstream Merger Opportunities--7 Best Practices. Learn how to value ownership interests in firms. Learn to identify potential partner level candidates in a target firm |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 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. |