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ABOUT THE PROGRAM
This Webinar series helps practitioners develop succession plans
through internal succession and through mergers and acquisitions.
Subjects covered include
valuation, structure, due diligence (for both parties), guidelines,
transition, de-merger provisions, and more.
For a detailed
description of the Webinar, please
click here.
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Who Should Attend
- Sole practitioners
- Partners
- Practice Managers
- Administrators
What You Learn
- How to value your firm, and your merger partner.
- How to make decisions on whether to merge
- Whether to merge with specific merger partners.
- How to structure the merger.
Benefits of Attending
- Maximize the value of your practice.
- Assure the continuation of your practice.
- Provide for your profitable exit from the practice.
- Receive a one-year complimentary subscription to CPA Leadership
Report valued at $164.
Intermediate Level
Prerequisite - you must be a CPA with 3 years experience.
No advance preparation is required.
This is a group Internet-based offering. The instructional method
will be lecture with active group participation and will use visual
aids. |
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COST
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If you are not yet subscribed, the fee is $295 including a one-year
subscription to CPA Leadership Report. To receive your free
subscription and enroll, please
click here.
For subscribers to CPA Leadership Report, the fee is $131. To
enroll, please
click here.
For information about group pricing as low as $98 per person, please email
Stephanie Klug at sklug@cpaleadership.com.
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TESTIMONIALS
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| "I am very particular about who I work with and the type
of work my partners and I expect from our vendors or resources. I do not
endorse any product or service business unless they really are “head and
shoulders” over the competition. Joel is bright, ethical, creative and
very easy to work with. The end result of our collaboration was the
acquisition of another practice that greatly benefited our firm. Thanks
again, Joel for your help!” Roger Ciacco. Satty Levine and Ciacco, CPAs,
P.C.…
“Joel, great job on the sale of our practice. I am absolutely
astounded by how quickly you answered all our key questions and helped
us consummate a fabulous sale for all parties concerned. We were very
happy with the terms Joel structured and the buyer.” Eileen Gedicke,
CPA
 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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Joel Sinkin
Since 1990, Joel Sinkin, principal of Accounting Transition Advisors, has consulted on over
900 accounting firm M&A transactions. Joel has taught professionals about Mergers & Acquisitions of accounting firms through workshops, web casts and coaching programs on behalf of the American Institute of Certified Public Accountants, national associations, and state societies
and has published dozens of articles and a book distributed
by PPC on this subject. He has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms.
Web Site:
www.transitionadvisors.com
E-Mail:
jsinkin@transitionadvisors.com
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SESSION SCHEDULE:
All webinars start at 1:30 EDT
and end at 2:50 EDT |
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May |
29 |
Succession Planning -Internal and External |
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June |
4 |
Mergers for Accounting Firms |
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June |
12 |
Valuation and Deal Structure of an Accounting
Practice Sale |
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June |
18 |
Due
Diligence and Documentation Issues |
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June |
24 |
Transition Planning for a
Merger or Acquisition |
ABOUT CPA LEADERSHIP INSTITUTE:
CPA Leadership Institute
publishes CPA Leadership Report, the monthly review of the best
articles on leadership and management in the accounting press. The
monthly articles and the vast archives help CPAs in planning, decision
making, and growth. For sample issues please visit
www.cpaleadership.com.
CPE & Participation Hours Entitlement
Participants are entitled to 8 CPE credits. For more information,
please click
here.
Refunds will be issued to participants, less a $75
cancellation fee, provided they cancel prior to the day of the event.
All complaints or grievances should be directed to Joel Shiffrin,
President, at 888-406-0088 or
jshiffrin@cpaleadership.com.
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