CPA Firm M&A Gamechangers

How to Make Your CPA Firm Merger-Ready: The Steps and Discipline You Must Start Now
May 12, 2022 @ 1-1:50pm ET

The Merger Master^SM Ira Rosenbloom offers practical tips and insights to help CPA firms get properly prepared for a successful merger or acquisition (M&A) .

Who Should Attend

Owners
Managing Partners
Senior Partners

Learning Objectives

Participants will learn how to:

Build a roadmap to firm consensus
Identify critical data
Create a timeframe/timeline
Scope out market-driven trends and M&A practicalities
Identify positives and negatives of their practice

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

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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: MAY 12, 2022

WEBINAR: MAY 12, 2022

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