Selling Your Business for Top Dollar: Preparing, Planning, and Implementing a Profitable Exit Strategy

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

You worked hard and invested years to build a successful private practice. Why walk away from this investment without first testing the market?

For the owners of privately held businesses, planning for a strategic exit is often a daunting task.

Where do I start? 

What is my business worth? 

How do I find the right person(s) to take over my business? 

How long does it take? 

These are all common questions that, without knowledge of the market, how a privately held business can be transferred, and the steps needed to prepare, and take, your business to market, are often difficult to overcome. 

Now is the time to learn about what it will take to prepare you to take your business to market and, in doing so, maximize your return. 

This online continuing education course will cover a high-level overview of the various steps you should take to prepare, both in the long-term and short term, for a profitable sale of your business, valuation techniques that can help guide your decisions moving forward, and several key structural considerations to consider when entering into a deal with a prospective buyer. 

Key topics covered in this online CPE webinar:

  • What a buyer, banker, and buyer’s advisor will look for when performing due diligence?
  • How much time does the selling process take including financing, due diligence, and closing?
  • What are the practical post-closing considerations for you moving forward?
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Learning Objectives

  • To explain how much time it takes to prepare your business to be sold
  • To discuss the general rules of thumb for valuing your business
  • To identify the due diligence materials you should compile prior to taking your business to market

Recommended For

  • This online CPE webinar is recommended for CPA, CMA, CFOs, CEOs, COOs, and other Top Management Personnel.

Who Should Attend?

  • Accounting Firm
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Finance Pros
  • Financial Planner
  • Senior Accountant

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPD Credit for Accredited in Business Valuation (ABV)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.org.

Presenter

About Presenter

Justin Farmer, Esq., CBI

Founder, PRIVATE PRACTICE TRANSITIONS, INC.

Justin D. Farmer, Esq., CBI is a licensed attorney (WA and OR), licensed business broker, and entrepreneur. Justin formed the model that would later become Private Practice Transitions, Inc. in 2014 after having gone through the arduous task of vetting a private practice that he intended to purchase. In 2018, Justin earned his Certified Business Intermediary (CBI) designation from the International Business Brokers Association (IBBA). The CBI is a prestigious designation exclusive to the IBBA that identifies an experienced and dedicated business broker. It is awarded to intermediaries who have proven professional excellence through verified education as well as exemplary commitment to our industry. 

About Company

PRIVATE PRACTICE TRANSITIONS, INC.

privatepracticetransitions.com/

a.      Private Practice Transitions is the preeminent provider of highly specialized business brokerage and consulting services.

b.      Private Practice Transitions works exclusively with the owners of professional practices in the financial services, healthcare, legal and tech industries  who are interested in buying or selling a private practice.

c.       Since inception in 2014, Private Practice Transitions has helped well over 100 business owners buy or sell with 34 transactions in 2020 alone.

d.      www.privatepracticetransitions.com

e.       https://www.linkedin.com/company/private-practice-transitions-inc

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

152 Ratings

Excellent

95

Very Good

45

Average

12

Poor

0

Terrible

0

CY

Camilla Young, CPA (US)

Jun 16th, 2021

Amazing webinar. I will use what I learned as I get closer to selling my business.

MC

Matthew Carleton, Accountant

Aug 20th, 2021

Very practical advice for a big transaction in someone's life.

BN

Brittany Nance, CPA (US)

Jun 16th, 2021

Bit of technical difficulties but great presentation

TP

Terrill Perkins, EA

Jul 22nd, 2021

Great information presented in a short hour.

RV

Robert Vercellino, CPA (US)

Jun 16th, 2021

The class was very good. I learned a lot.

Selling Your Business for Top Dollar: Preparing, Planning, and Implementing a Profitable Exit Strategy

FREE

1 Credit

Subject Area

Specialized Knowledge

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