Buying an Accounting Practice: Minimizing Risk While Maximizing Value (ACMV)


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Discussion Leader
Todd Steinberg


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Discussion Leader
Shannon Hay

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Buying an Accounting Practice: Minimizing Risk While Maximizing Value (ACMV)

Customer Rating

Field of Study

Finance

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Buying a tax and accounting practice is a serious endeavor that requires a level head, a clear approach, and an open mind. This has only become increasingly true with recent changes in the economy. This one-hour webinar will provide participants with a solid framework for acquiring a practice, the key factors to consider, and a thorough understanding of the do’s and don’ts in putting together an acquisition.

Major Topics

  • Thorough overview of all aspects of an acquisition
  • Methods of reviewing and analyzing the initial data on a practice of interest
  • Insight into the variety of practices available and how to analyze each appropriately
  • An overview of how to structure your goals and conduct your meeting(s) with a seller
  • The role and importance of a Letter of Intent (LOI), as well as determining and drafting its key points
  • An introduction to due diligence
  • Financing options and basic requirements to submit and secure a loan
  • Structuring a comprehensive purchase agreement & creating a successful transition plan
  • Building vs. Buying side by side comparison

Learning Objectives

  • Possess a solid framework for acquiring a practice
  • Explore financing options and other key factors to consider
  • Understand the do’s and don’t of putting together an acquisition

Designed For

Firm owners and partners in public practice

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Todd Steinberg


'
Discussion Leader
Shannon Hay

Registering...
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