ProHorizons - Guiding Clients through Successful Business Transitions Graphic Header Bar
About ProHorizons
Buying a Practice
Selling Your Practice
Resource Center
Partner Search
Home
 



New Book - Successful Practice Sales

Seminars and Workshops

Book Appendix B: Sample Documents

 
[sitemap]
  

Creating a Successful Transition Plan for Maximum Client Retention - Webinar


Next Live Webinar Date and Time:

Wednesday, December 9th at 10:00am (pacific time)

Past Live Events:
October 28, 2009
September 22, 2009
August 18, 2009
July 8, 2009

[Click Here to Register]

How to transition the clients and staff is one of the most important but often overlooked phases in the sale, merger or acquisition of any professional practice. This one hour webinar will provide an overview of the different transition scenarios used in the accounting and tax profession. We will explore topics such as the best way to inform clients about the transaction and how long should the seller stay on after the transaction is closed.

Some of the questions answered will be:

  • When and what to tell the staff?
  • When do we inform the clients?
  • What are the risks associated with moving a practice?
  • Is it a good idea to present this as a merger?
  • Who is responsible for the transition?

We will also answer specific questions from the participants.  This webinar is a must for anyone involved in the process of buying, selling or merging an accounting and tax practice.    

[Click Here to Register]

 

 

John R. Ezell, CPA
President, ProHorizons Network Inc.


About John R. Ezell, CPA:
John is the principal author of the book, Successful Practice Sales: The Complete Guide to Buying, Selling or Merging Your Accounting, Consulting or Tax Practice. This 200 page book serves as a guide through every nuance of the potentially daunting business transactions, including financing your acquisition to exploring the complete lifecycle of a sale and much more.

He is also a frequent speaker and presents seminars on How to Buy, Sell or Merge Your Accounting Practice throughout the country. This seminar is designed to help owners of accounting and tax practices understand the core issues as they begin to contemplate the sale or purchase of a business.

Previously, John operated his own CPA practice in the Washington, DC area that he successfully sold in 1994. Prior to starting his practice, John worked with two CPA firms in Washington, DC, including BDO Seidman, an international accounting and consulting firm

 

 

  
 

©2003-2009 ProHorizons Network, Inc.
1-800-729-3242 / Contact Us / Terms of Use/ Privacy Policy