WEBINAR: SEPTEMBER 22, 2020

WEBINAR: SEPTEMBER 22, 2020

The 4 W's of Mergers: Who, Why, When, and What is Success

September 22, 2020 @ 1-1:50pm ET
 
Why have there been so many mergers? What are the goals of a merger and how do you execute a plan to achieve those goals? Is a merger right for me? Should I be considering merging up or merging someone in?

Who Should Attend
Partners of accounting firms who want to explore growing through a merger or utilizing a merger to assist with the growth for the younger partners and succession for the older ones.

Firms who want to know more about how the marketplace has changed the playing field.

Learning Objectives

    • Learn how to create a win/win merger.
    • Learn how to chose the right- merger partner and deal structure.
    • Learn the pitfalls to avoid and the keys to a successful plan, one that retains the clients and staff as well.
    • Learn how a merger with one firm can create growth opportunities for the partners seeking such and succession for the partners desiring that path.
    • Learn how to value your equity.
Presenter: Joel L. Sinkin, President of Transition Advisors

 

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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: Specialized Knowledge
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

WEBINAR: SEPTEMBER 22, 2020CPA 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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