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Mergers & Acquisitions for CPA Firms

Tuesday, August 27, 2019 | 10:00 AM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Upcoming Webinars

ias 1 financial statement presentation- ifrs

(1)

Jun 23, 2021 | 09:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jun 23, 2021 | 10:00 AM EDT View Details

ethics for tax professionals (latest 2021)

(170)

Jun 23, 2021 | 10:00 AM EDT View Details

practical guide to fraud including cash, inventory & general frauds (latest)

(1)

Jun 23, 2021 | 10:00 AM EDT View Details

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Jun 23, 2021 | 10:00 AM EDT View Details

tips on engaging employees in the midst of crisis

(1)

Jun 23, 2021 | 10:30 AM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jun 23, 2021 | 10:30 AM EDT View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

Jun 23, 2021 | 08:00 AM PDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jun 23, 2021 | 08:00 AM PDT View Details

mastering irs representation

Jun 23, 2021 | 08:00 AM PDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Jun 23, 2021 | 08:00 AM PDT View Details

14 ways to minimize data entry in excel

(153)

Jun 23, 2021 | 12:00 PM EDT View Details

regulatory ethics – data

Jun 23, 2021 | 12:00 PM EDT View Details

controller confidential: 4 ways automation powers accounts payable efficiency

Jun 23, 2021 | 12:00 PM EDT View Details

understanding, detecting and preventing payroll fraud

(1)

Jun 23, 2021 | 12:30 PM EDT View Details

Course Description

For most CPA firm owners, a merger will often be the last and most important decision they will make in their business careers. But often, firms that have decided to the affiliate are unsure of the process and what’s involved in the complex arena of M&A. This course will give an overview of the steps needed to facilitate a successful merger – from the first meeting to a signed contract and how to avoid those deal-killing roadblocks.

Learning Objectives

  • Learn the ideal timeframe in which to begin succession planning
  • Learn how to find the right “fit” in terms of potential successor firms
  • Discover what five factors determine an accurate valuation of your firm
  • Learn how to spot and avoid key roadblocks in merger negotiations

Who Should Attend?

  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Others
  • Young CPA