Merger Readiness-Best Practices in Firm and Partner Preparedness

Merger Readiness: Best Practices in Firm and Partner Preparedness - September 30, 2020 @ 1-1:50pm ET

What are the best practices for firms seeking a merger? How does culture impact the merger? What is involved in the integration process? Is merging a firm something you need to do? Do you have the capacity to manage a merger? To manage your own firm's internal succession needs?

Who Should Attend

Firm owners
Anyone considering a merger, sale or acquisition

Learning Objectives

Understand firm culture - 3 Best Practices.
Learn how to plan the implementation of a merger - 4 Best Practices.
Learn to assess upstream merger opportunities - 7 Best Practices.
Learn how to value ownership interests in firms.
Learn to identify potential partner level candidates in a target firm.

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: SEPTEMBER 30, 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: SEPTEMBER 30, 2020

WEBINAR: SEPTEMBER 30, 2020

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