Succession Planning: Timing, Structures for Accounting Practice Sale 1 Credit 1 Credit
Learning mode
Selling your practice is more than a financial decision—it’s a strategic move that can define your legacy. If you're wondering how to make your firm stand out in a competitive marketplace, this CPE course will help you uncover what truly matters to potential buyers. Is your client base optimized? Are your services diverse enough? What red flags are turning off ideal offers?
This course will look at specific ways to make your practice more attractive to potential buyers and increase your business’ worth. The topics we will cover include optimizing your client base, increasing client relationships and mix of services, avoiding common mistakes when selling your practice, and pinpointing the ideal time and circumstances to market your business.
Major Topics:
By the end of this CPE course, you’ll walk away with actionable strategies to improve your firm’s marketability, reduce deal risks, and ensure a successful ownership transition. Whether you plan to sell soon or later, now is the time to get prepared.
For more CPE Business Management Courses, Click here.
License details | Credits | Status |
---|---|---|
BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
Business Management for Certified Management Accountants (CMA) | 1 CPE | Eligible |
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
Chartered Accountant - ICAEW | 1 CPD | Eligible |
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
Chartered Accountants - Scotland | 1 CPD | Eligible |
CPA - Ireland | 1 CPD | Eligible |
License details | Credits | Status |
---|---|---|
BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
Business Management for Certified Management Accountants (CMA) | 1 CPE | Eligible |
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
Chartered Accountant - ICAEW | 1 CPD | Eligible |
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
Chartered Accountants - Scotland | 1 CPD | Eligible |
CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.
Todd Steinberg is a nationally recognized M&A advisor specializing in the sale, acquisition, and transition of accounting and tax firms. As the founder of Todd Steinberg Consulting, he brings decades of experience guiding firm owners through successful exit strategies and partner buy-ins. Todd’s consultative approach helps firm leaders unlock value and find the right cultural and financial fit in every deal. He is widely known for his thought leadership on firm valuation, succession planning, and M&A deal structure.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Jul 07, 09:30 AM EDT
Jul 07, 11:30 AM EDT
Jul 07, 01:30 PM EDT
Jul 08, 11:30 AM EDT
Jul 08, 11:30 AM EDT
Jul 08, 01:00 PM EDT
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
Exclusive mobile
app for our unlimited
access subscribers
Select your plan, complete your payment, and access a world of knowledge.
Subscription Inclusions | Silver | Gold |
---|---|---|
15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
||
500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
||
50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
||
50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
||
100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
||
AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
||
Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
||
Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
||
Mobile App Access (iOS and Android) | ||
Access to Practical Training Programs
Focused training with pre-built assessments for all levels to upskill your staff efficiently. |
||
Select Tenure |