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July 24, 2018 - 1:00 - 1:50 pm EST
Seven Steps to Closing a Merger, Acquisition, or Sale on Your Own |
 How do you start the process if your goal is a merger or acquisition? What are the steps you should take and what is the timing behind each? What information should you share and when? What should you review in due diligence? When should you expect an offer? What should be in your offer? These are but a few of the items we will review together.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 and 2013 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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| Any partner of a firm considering a merger or acquisition whether they are the buyer, seller, merger or mergee | This session will give you a 7 step approach to managing your deal
The sequence of events from when and what information to share, when an offer should be made and when to bring in the lawyers Understanding where and when to invest time How to avoid wasting time on a deal not meant to happen Learn what roadblocks to avoids |
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. |