Buying an Accounting Practice: Minimizing Risk While Maximizing Your Value

What to Know About Buying an Accounting practice:

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 two hour webinar is being presented to 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.

Buying an Accounting Practice: Minimizing Risk While Maximizing Your Value webinar will provide:

• a thorough overview of all aspects of an acquisition.
• the framework of a process for acquiring an accounting practice.
• 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.
• how to explore financing options and basic requirements to submit and secure a loan.
• how to structure a comprehensive purchase agreement.
• an overview of creating and implementing a successful transition plan.

Cost: $69.00

Program Length: Two hours

Start Time: 10am Pacific, 11am Mountain, Noon Central, 1pm Eastern time

Program Level: Overview

Instructional Delivery Method: Group Internet-Based (webinar)

CPE: Two units for two hours