CPAacademy.org | SUCCESSION PLANNING: IMPORTANT ASPECTS OF A

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Self-Study CPE

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TIME VALUE OF MONEY
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Succession Planning: Important Aspects of a Successful Accounting Practice Sale

Finance

SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE

Available Date(s)

Wednesday, December 18, 2024: 12:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Finance

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

This webinar will look at specific ways to make your practice more attractive to potential buyers and increase your business’ worth. The topics we will cover include optimizing your client base, increasing client relationships and mix of services, avoiding common mistakes when selling your practice, and pinpointing the ideal time and circumstances to market your business.

Learning Objectives:

Define factors and characteristics that could make your practice more desirable to buyers

Identify common mistakes and deal structures that lead to undesirable outcomes after the sale

Determine when a business should be sold and how to transition from one owner to another effectively

Todd C Steinberg

Thrive Financial Group
Founder and Managing Partner
[email protected]

Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Thrive Financial Group specializes in working exclusively with accounting and tax professionals to assist them with buying and selling practices nationwide.