Succeed in Succession: Preparing a CPA Firm for Exit  – Free for SDCPAS Members (ITKS-WEB)

1.00 CPE Credit Hours

Your Society Membership has entitled you to this free member benefit - an opportunity to earn 1-hr of CPE.     

A link to access the course will be emailed to all attendees the day prior to the event. Registration IS REQUIRED for this course.   

Course time is listed in Central Standard Time.

All CPAs

During Succeed in Succession, participants will learn how to: 

• Find and/or convert private equity, partner, and employee relationships into buyers for your firm
• Successfully market a CPA firm for sale
• Structure a deal that creates a win-win for you and the buyer
• Grow by acquisition in order to hit an exit target
• Prepare your practice to sell at maximum value
  

You have helped dozens of clients through liquidity events, but what about your own succession plan? Successfully exiting a CPA firm is simple, but not easy. Understanding valuation and financials is the easy part but, what about deal structures, buy-sell agreements, management buy-outs, and the necessary preparations to make your firm as valuable as possible.

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