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Members Attend Free
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Aug 1, 2019: 1-1:50pm ET
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WEBINAR - Succession Planning and Alternative Deal Structures
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This webinar is for firms seeking mergers and sales to maximize value as well as those seeking to acquire for growth. Join us to discover a variety of deal structures that can work for your firm and more. 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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Managing Partners Members of the executive committee Other senior leaders/partners in a firm
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Learn how sellers put your succession solution in place without losing current income and control over your practice. Learn how firms merging upstream can deal with multi-partner situations where one partner needs an immediate sale, one needs succession in just a few years, and others are seeking a long-term career with the successor firm. The best way for firms to maximize retention of clients. Learn about managing equity allocations, compensation and buyouts in mergers Discover the keys to valuing an accounting firm in a sale or merger Learn how you can increase valuation |
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. |