Figuring Out: Secret of Buying & Selling Practices | Podcast #EP5 1 Credit
W.T.F. (We’re Trying to Figure Out) with Saul
Select your learning mode
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:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Valuations for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Finance 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 |
| Valuation approaches for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
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.
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.
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.
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.
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.
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.
KW
Very interesting content.
AL
Great listen!
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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.
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 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.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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.
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.
All Podcasts are included under the Individual Subscription
Select your plan, complete your payment, and access a world of knowledge.
| Subscription Inclusions | Silver | Gold |
|---|---|---|
13,000+ 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 Communities
Join communities tailored to your specific interests and areas of expertise. |
 |
|
|
Select Tenure |
