Mergers, Acquisitions, Purchases and Sales of Practices: A Current Overview

Mergers, Acquisitions, Purchases and Sales of Practices: A Current Overview-Handout.pdf <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: Based on our AICPA-published book, Becoming a Trusted Business Advisor, this program has been designed to acquaint CPAs with the current trends and issues to consider, whether they wish to be on the buying/acquiring or selling/being acquired side of a transaction. This course does not present mergers as the end-all answer to firm problems. Rather, it provides an up-to-date, market-based analysis of what to consider as to reasons for or against a deal, and ways to create better odds for any deal to be mutually beneficial.
Content:

• Reasons to consider both for and against merging
• Common firm management and succession issues driving most mergers and acquisitions
• Compatibility factors between the firms to consider before saying “I do”
• Generational issues within each firm that can make a significant difference

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