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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 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.

Cost & Registration
To register, select the date by your membership level.

Program Information

Who Should Attend

• Partners of accounting firms whenein 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

Learning Objectives

• 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 your 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
• Learn how to create a win/win succession plan that gets the retirement minded practioners compensation for years of sweat equity and the remaining partners or successor firm profit
• Learn how to retain control of your firm and, the same income while executing a transition plan simultaneously

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.