Planning the Sale or Merger of Your Firm to Maximize Value

Planning the Sale or Merger of Your Firm to Maximize Value
June 3, 2021 @ 1-1:50pm ET

During this session you will learn how to value an accounting firm when sold externally. Dive into the key variables that make up the multiple and discuss whether we are in a buyer or sellers marketplace.

Who Should Attend

Managing Partners
Partners

Learning Objectives

Learn how to value a form or sale.
Learn methods to maximize client retention post closing.
Explore some roadblocks and how tto avoid them.
Learn how to choose the right- firm to affiliate with.

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 $495**

*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 3, 2021

WEBINAR: JUNE 3, 2021

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