Is a Merger Right for My Firm or Should I Stay Independent?

Is a Merger Right for My Firm or Should I Stay Independent?
June 16, 2021 @ 1-1:50pm ET

This webinar will discuss the pros and cons of staying independent or pursuing an upstream merger of an accounting firm.

Who Should Attend

Partners of CPA Firms

Learning Objectives

Learn what is required to be successful in the event you decide to remain independent.
Learn what is causing accounting firms to pursue upstream mergers.
Explore what should you expect in the event you decide to merge upstream.
Explore what makes a firm attractive in an upstream merger.
Learn how you can use a Two Stage Deal as an option to an upstream merger.

Presenter: Joel L. Sinkin, President of Transition Advisors

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

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Individual $49
5 Member Group $149*
Unlimited Group $895**

*2 Free blog/newsletter articles per month
**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: JUNE 16, 2021

WEBINAR: JUNE 16, 2021

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