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Members Attend Free
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June 26, 2019: 1-1:50pm ET
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WEBINAR - Mergers: Who to Merge With, Why, When, and What is Success
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Why have there been so many mergers? What are the goals of a merger and how do you execute a plan to achieve those goals? Is a merger right for me? Should I be considering merging up or merging someone in? 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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Partners of accounting firms who want to explore growing through a merger or utilizing a merger to assist with the growth for the younger partners and succession for the older ones. Firms who want to know more about how the marketplace has changed the playing field
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Learn how to create a win/win merger. Learn how to chose the right- merger partner and deal structure. Learn the pitfalls to avoid and the keys to a successful plan, one that retains the clients and staff as well.. Learn how a merger with one firm can create growth opportunities for the partners seeking such and succession for the partners desiring that path. Learn how to value your equity. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 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. |