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CPA Leadership Institute Webinar Series
October 28, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
Contact us today. |
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
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CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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What Your Partnership Agreement Should Include
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
 Partnership agreements need to speak to succession, compensation, demergers, governance and other road bumps. Learn how to admit new partners; buyout partners, and establish criteria for success.
 Presenter, Joel L. Sinkin is President of Transition Advisors and has been involved with and consulted on 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting in 2012 and 2013 by Accounting Today. He teaches CPE courses and lectures for the American Institute of CPAs, national associations and state societies. He is also frequently quoted in trade magazines, has authored many articles and most recently co-wrote "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" published by the AICPA. In his more than two decades in the M&A arena, Joel has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms.
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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- Partners of firms that have as few as two partners to as many as 30
Learning Objectives
- How firms are valuing partner buyouts
- What to include that will avoid issues down the road
- Creating an agreement that has answers so if the questions pop up, there is a path to follow
- Understanding the options of succession, how to pay partners after they retire from equity, addressing the sticky issue of demerging partners
- Protecting the survival of the firm as the top consideration in succession plans and valuations
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
This is a Group - Internet-Based offering. The instructional method is lecture with active group participation and visual aids.
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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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©2014 CPA Leadership Institute, Inc., 300 North LaSalle Street, Suite 4925, Chicago, IL. 60654
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