Finding the Right Fit and Deal in a Merger or Acquisition

Finding the Right Fit and Deal in a Merger or Acquisition
August 8, 2023 @ 1-1:50pm ET

This webinar will explore the factors that can lead to a successful merger or acquisition of an accounting firm. It will help firms determine if they are negotiating with the right firm and if they are considering the right deal structure to meet their strategic objectives.

Who Should Attend

Managing Partners of CPA firms
Partners of CPA firms
M&A professionals responsible for the acquisition of CPA firms

Learning Objectives

Learn what you need so you will know that you are talking to the right merger partner.
Learn the four C's and why are they important.
Learn why the deal structure is important to the success of the merger.
Learn what can go wrong and how to avoid a poor outcome.
Learn why you need to know the other side's goals.

Presenter: Terrence E. Putney, CPA, CEO, of Transition Advisors

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All these resources included:

Webinars
Webinar Recordings & Slides
Checklists
Best Practices Tool
M&A Resource Video Library

Membership $69 for the first year. Optional renewal @ $169.

ADDTIONAL INFORMATION
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 & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

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.

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WEBINAR: AUGUST 8, 2023

WEBINAR: AUGUST 8, 2023

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