WEBINAR: MARCH 30, 2021

WEBINAR: MARCH 30, 2021

Advising on Merger, Acquisition and Financing
March 30, 2021 @ 1-1:50pm ET
 
Specifically designed for partners and managing partners, this brand new webinar focuses on understanding how to maximize valuation for your selling client, how to facilitate an acquisition and financing for your clients that are looking to grow, how to maximize your potential role in the M&A Ecosytem, how to maximize your wallet share of services when clients sell or merge, as well as best practices for building a niche in helping your clients with succession and/or growth of their businesses.

Who Should Attend
  • Managing Partners
  • CPA Firm Partners
  • Future Partners

Learning Objectives
  • Learn how to maximize value for client sellers.
  • Define our role as facilitator.
  • Understand how to help clients looking to grow/expand.
  • Learn how to launch this new advisory niche.
  • Explore financing options.

Presenter: Philip J. Whitman, CPA, President & CEO of Whitman Business Advisors, LLC.


Presenter: David Wolfskehl, CPA Senior Managing Director of Whitman Business Advisors, LLC.

 

REGISTER - All members attend all webinars FREE!



Members Register Here

Become member today

Individual $49
5 Member Group $149*
Unlimited Group $495**

 *2 Free blog/newsletter articles per month
**4 Free blog/newsletter articles per month
ADDITIONAL 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: Management Advisory Services
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

WEBINAR: MARCH 30, 2021CPA 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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60630
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Tel: 888-406-0088

Email: [email protected]

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