Know the Signs that Spell Merger

Buyer or Seller, Know the Signs That Spell Merger: Is Your Firm Signaling That It's Time for M&A? - Whether or Not to Remain Independent
January 11, 2023 @ 1-2:40pm ET

The Merger Master^SM Ira Rosenbloom helps CPA firm leaders identify and respond to the signs their firms are ready for buying, selling, or staying independent.

Who Should Attend

Owners
Managing Partners
Senior Partners

Learning Objectives

Participants will learn:

How to read the signs pointing to M&A
Market-driven trends and M&A practicalities
Core criteria necessary to be a strong buyer or strong seller
How to perform a realistic self-assessment with critical factors
Tips to create a scorecard based on the assessment
Reasons that would cause firms to remain independent
Ways to re-engineer independent firms for success
Build a roadmap to firm consensus

Presenter: Ira Rosenbloom, CPA(inactive), Chief Operating Executive of Optimum Strategies, LLC.

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5 Member Group $149*
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**4 Free blog/newsletter articles per month

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: JANUARY 11, 2023

WEBINAR: JANUARY 11, 2023

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