* Recognize when to start planning your succession * Identify key factors considered in the valuation process * Learn what alternative deal structures are available * Identify keys to maximizing firm value, choosing the “right” successor and client retention
* Update on current themes within M&A activity * Tips in starting the transition process * Considerations in selecting a successor * Methods to structuring the transition of a practice * Variables in the valuation of a practice * Keys in a successful transition of a practice and clients
Who Should Attend
CPAs – Sole practitioners; CPAs – small, multi-partner firms
An understanding of the organization and management of a public accounting practice
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.
If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .
*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.
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