Successful Transitions: Creating a Win (Clients), Win (Buyer), Win (Seller) Scenario

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.

Cost: $39.00

Program Length: One hour (starts at 10:00am pacific time)

Program Level: Basic

Instructional Delivery Method: Group Internet-Based (webinar)

CPE: One unit for one hour

ProHorizons Network, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org

EARN 1 HOUR OF CPE. No prerequisites, advanced preparation or course registration requirements necessary. For more information on our admistrative policies such as complaints, cancellation or substitution policies, please call our office at 800-729-3242.