Learn how to deploy your firm's existing tax and accounting skills to assist a client through a sale of their business. Learn how to add value to your client and justify the fees you charge. Work with clients that do not want to engage an investment banker or broker and learn how to add value even when an investment banker or broker has already been engaged. With knowledge of typical M&A transactions, CPA's can add value by helping clients target buyers and negotiate terms of the deal including valuation, working capital targets, tax structuring, due diligence assistance and more.

After completing this webinar, you will be eligible to participate online in a 6 month bi-weekly coaching program limited to 8 CPAs.

• CPA in public practice with privately held business clients
• CFOs of privately held businesses
• Outsourced CFOs and financial advisors working with privately-held businesses

• Learn how to target buyers for closely held businesses.
• Understand transactional valuation, different from theoretical valuation.
• Learn how to negotiate transactional elements other than value.
• Understand tax structures common for privately-held business sale transactions.
• Learn how to assist clients with due diligence response.
• Learn options for structuring your own fees.
• Learn how to provide value to your clients in sale transactions.
• Understand how to create or expand your service offerings to clients.
• Learn to leverage existing client relationships and current accounting skills to generate new revenue opportunities for you and your firm.