Structuring a Successful Succession Plan

12:00 am–11:59 pm ET

# of CPE Credits



Please note: This course must be completed by Saturday, December 31, 2022 at 11:59 pm ET. Please complete the course AND submit credit before the deadline. Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript. 
You’ve taken care of your clients, building your practice and a respectable career. It’s time to slow down or retire, but you’re not sure where to start or what to do.
Starting soon enough even if you still desire to continue to build your practice you know is key, but you’re not sure what the exit strategy looks like or when you need to start working on a plan.
This program will provide information to practitioners interested in selling their firm and/or starting their succession planning efforts, or you desire to acquire a firm and want to better be understanding the deal structures and valuations. Many practitioners aren’t sure where to start and wait until it’s too late to create a succession plan for the practice they have built. This class will help clarify why “time is rarely on your side,” alternative deal structures available and how to value a firm for an external sale.


* 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

Required Knowledge

An understanding of the organization and management of a public accounting practice

Advanced Prep


Event Speaker(s)

Bill Carlino ( Transition Advisors LLC, Commack, NY ),

Additional Event Information

Technical Support
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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Event Vendor:NCACPA
Field of Study:Business Management & Organization
Level: Basic
Other:New Course

Event Type:On Demand
NASBA Instructional Method:Self Study
Event Code:OD023921

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$0.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants 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/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.