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Figuring Out: Secret of Buying & Selling Practices | Podcast #EP5 1 Credit

Figuring Out: Secret of Buying & Selling Practices | Podcast #EP5 1 Credit

W.T.F. (We’re Trying to Figure Out) with Saul

  • Rating

    4.6
  • Published on

    May, 2024
  • Subject Area

    Finance

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Learning Objective

  • Review the key factors influencing the valuation of accounting firms, including market trends and profitability metrics.
  • Analyze effective negotiation strategies tailored to accounting practice transactions, ensuring favorable outcomes for buyers and sellers.
  • Gain insight into post-sale transition management, including client and employee retention strategies, to optimize business operations under new ownership.
  • Develop the skills and confidence needed to successfully navigate buying or selling an accounting practice in today's competitive market.

Course Overview

Welcome to another Episode of W.T.F. with Saul! Where we dive into the mechanics behind major career and business decisions.

Embark on a comprehensive journey into accounting practice sales with our expert-led Sarah Sharp, a distinguished deal attorney with extensive experience in the financial services sector. 

In this Episode, you'll delve into the intricacies of valuation strategies, uncovering the key factors that influence the value of accounting firms. This practical knowledge will empower you to understand market trends and maximize profitability, enabling you to assess the worth of your practice or potential acquisitions accurately.

Discover proven strategies for navigating complex negotiations, from price discussions to deal structuring, ensuring favorable outcomes for buyers and sellers. This is backed by expert guidance and real-life case studies, providing practical examples and insights to navigate accounting practice sales in today's competitive market successfully. Designed for accounting professionals, business owners, and aspiring entrepreneurs, this podcast provides invaluable insights and practical strategies for buying or selling accounting practices.

Step into the world of insightful conversations with industry experts on Our weekly podcast series, W.T.F with Saul- subscribe now and stay tuned For more engaging discussions!

Key topics discussed:

  • Negotiation Tactics
  • Transition Planning
  • Client Relationships
  • Post-Sale Consultancy
  • Deal Structuring

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

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.

About Instructor

Sara Sharp
Sara Sharp

Partner, SK&S Law Group LLP

  • 4.6
  • rating
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Sara Sharp is a lawyer for accountants who focuses on helping people buy and sell accounting practices. She uses her years of experience practicing law to guide clients and to empower buyers and sellers to become the expert on their deal process. She founded Deal Academy (www.dealacademy.org) with a series of courses to assist individuals in gaining the expertise they need to navigate these transactions with confidence. She is the co-host of the Deal Makers podcast where her and her co-host, Daniel Talbott, provide frank interviews with real-world buyers and sellers enabling listeners to learn from real world mistakes occurring in the acquisition process that are not often shared publicly.

Saulsony
Saul Sony

Director - Partner Success, MYCPE ONE

  • 0

Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide. 

Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.

On Demand FAQs

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.

Reviews and Ratings

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KW

Kristin Watson, CPA (US)

Very interesting content.

AL

Andy Lee, CPA (US)

Great listen!

Inclusions
  • Multiple Credits
    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
    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.

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    Credit Tracker

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    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.

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    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    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
    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.

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