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Succession Planning Using Sales and Mergers
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT

Do you have one or more partners who want to reduce their time commitment to your firm over the next five years or less and don't have the strength on your bench to replace them? Do you want to grow your firm by affiliating with retirement-minded practitioners? Do you have some partners who want to slow down and others that want to grow?

Presenter, Joel Sinkin,  principal of Transition Advisors, has consulted on over 900 accounting firm M&A transactions. Joel has written widely and taught professionals about this subject in workshops, web casts, and coaching programs.

View the course syllabus.

Cost & Registration

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Program Information

• Partners of accounting firms wherein they have one or more partners who seek a role reduction in the next 5 years
• Firms interested in growing by acquiring/merging another firm

What You Learn

• When you should start to plan for succession
• How to value your equity to an external firm and how the economy and demographics of the industry changed the valuations
• What if you have some partners that want to work for many more years and grow while other partners are seeking to slow down? Can one merger satisfy everyone's unique goals?
• How deals are structured for external succession plans
• The keys to retaining staff and clients through a succession plan
• This session will walk you through actual case studies of deals

Benefits of Attending

• Learn how to create a win/win succession plan that gets the retirement minded practitioner (s) compensation for years of sweat equity and the remaining partners or successor firm profit.
• Review how you can affiliate with one firm and simultaneously address succession needs for certain partners and growth opportunities for others.
• Learn how to retain control of your firm and, the same income while executing a transition plan simultaneously.
• Learn the pitfalls to avoid and the keys to a successful succession plan, one that retains the clients as well.

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

Field of Study: Business Management and Organization

This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.