WEBINAR: REBROADCAST - Exit Strategies (Jennings-TaxSpeaker)

This is a rebroadcast of a previously aired webinar.

The exit strategies course includes guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. It also includes how to value an accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements. We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.

This unique course, written and taught by a CPA that has bought & sold nearly 20 firms discusses buying, selling, adding partners and merging firms. It provides valuation guidance, what to look for by buyers and how to prepare for sellers, along with a number of checklists and worksheets. We also discuss the ethical requirements of client notification and work through several short real-life case studies. One of the most useful and unusual courses ever, it also provides guidelines for the growth of existing firms.