Seven Step Roadmap to Closing your Deal and Navigating Roadblocks

Seven Step Roadmap to Closing your Deal and Navigating Roadblocks - October 28, 2020 @ 1-1:50pm ET

How does your CPA firm start the process if your goal is a merger or acquisition? What are the steps you should take and what is the timing behind each? What information should you share and when? What should you review in due diligence? When should you expect an offer? What should be in your offer? These are but a few of the items we will review together.

Who Should Attend

Any partner of a firm considering a merger or acquisition
- Buyers
- Sellers
- Merger
- Mergee

Learning Objectives

This session will give you a 7 step approach to managing your deal.
Learn the sequence of events from when and what information to share, when an offer should be made and when to bring in the lawyers.
Learn the key elements to review in your due diligence.
Learn the keys to client retention.
Learn what roadblocks to avoid and how to navigate the ones you cannot.

Presenter: Joel L. Sinkin, President of Transition Advisors

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Individual $49
Group $149

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: Business Management and Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

WEBINAR: OCTOBER 28, 2020

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: OCTOBER 28, 2020

WEBINAR: OCTOBER 28, 2020

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