* The Succession Institute, LLC is not a CPA Firm

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

Posted: January 15, 2019 at 9:33 pm   /   by   /   comments (0)

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.

  • 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

A complete list of our full length videos is available on our Webcast Video Index page.
Contact us to purchase the password to access this video.