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 Sinkin,  principal of Accounting 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 on behalf of the AICPA and many other organizations.

View the course syllabus.

Who Should Attend

• 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

What You Learn

• What in the economy and industry demographics has created this merger mania
• What are the goals of a merger
• How can a merger with one firm create growth opportunities for the partners seeking such and succession for the partners desiring that path
• How do you value your equity
• How are mergers structured
• What items do you review in due diligence prior to selecting a merger partner
• The keys to retaining staff and clients through a merger
• What are the roadblocks to successful mergers and how to escape a bad one
• This session will walk you through actual case studies of deals

Benefits of Attending

• 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.

Program Level: Basic

Prerequisite: None

Advanced Preparation: None