Why Small- and Mid-Sized Firm M&A Deals That Should Get Done Don’t Get Done

Why Small- and Mid-Sized Firm M&A Deals That Should Get Done Don't Get Done
February 20, 2024 @ 1-1:50pm ET

Often, accounting practices think they're ready to merge with or acquire another but haven't properly prepared for deal protocol and behavior—and can't identify warning signs. At this session participants will learn tips to figure out if they're the right match early in the process, and identify warning signals to look out for so they don't waste time and opportunities.

Who Should Attend

Owners
Managing Partners
Senior Partners

Learning Objectives

Understand the discipline and flow of transactions to properly prepare
Learn what is the right “fit” and read the warning signs
Learn to articulate and manage anxieties
Learn to create a verifiable vision for M&A activation/implementation
Learn to build a roadmap to firm consensus
Learn to create a timeframe/timeline

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

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: FEBRUARY 20, 2024

WEBINAR: FEBRUARY 20, 2024

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