Who Should Attend

• Managing Partners
• Members of the executive committee
• Other senior leaders/partners in a firm

Learning Objectives

• Learn how sellers put your succession solution in place without losing current income and control over your practice.
• Learn how firms merging upstream can deal with multi-partner situations where one partner needs an immediate sale, one needs succession in just a few years, and others are seeking a long-term career with the successor firm.
• The best way for firms to maximize retention of clients.
• Learn about managing equity allocations, compensation and buyouts in mergers.
• Discover the keys to valuing an accounting firm in a sale or merger.
• Learn how you can increase valuation.