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Free cpe webinars
Sell or Buy an Accounting Firm Without a Broker

SELL OR BUY AN ACCOUNTING FIRM WITHOUT A BROKER

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 9, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Considering selling or acquiring an accounting firm? You might have initially believed that using a broker would simplify the process, only to find that deals are slow to materialize and often disintegrate before closing. This course offers you a structured approach based on proven principles to effectively navigate the complexities of buying or selling an accounting firm. Gain the expertise you need to achieve your desired outcomes without unnecessary setbacks.

Learning Objectives:


  • Evaluate common mistakes made by brokers to avoid pitfalls

  • Identify strategies to position your accounting firm in the market to expedite the matching process

  • Recognize the criteria that reputable buyers consider when assessing accounting firms

  • Practice techniques to independently match with a buyer or seller without exclusive reliance on a broker

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sia Kal

FY USA LLC
Managing Partner
skal@fyinternational.com
(604) 694-1888

Fyusa

Sia has spent most of his career developing business improvement methodologies for Accounting and Law firms. He has created compelling professional courses and workshops accredited for CPE and seminars attended by hundreds of firms worldwide.

Sia has enabled hundreds of partners and their teams to resolve issues that impeded their ability to achieve success beyond expectations. Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit’ and teaching others to do the same.

Ron Blake

Blake & Company LLC
Founder & Managing Principal
ron@blakecpa.co
(800) 408-8649

Blakeco logo

The Founder and Managing Principal of Blake & Co., a boutique Accounting and Fin-Ops consulting firm whose work focuses on supporting growth-stage founders, artists, makers, and mission-based organizations. Ron has a long heritage in Corporate Finance as a former 'big four' auditor and has worked in the Energy and Banking industries. He brings to the practice, deep experience building effective Fin-Ops teams and extensive knowledge in Project Management, Financial Planning & Analysis plus SEC and Regulatory reporting.

About Our Presenter

Fyusa
FY USA is part of FY International, an international network of accounting, legal, and consulting firms. Our purpose is to elevate the accounting industry by improving the standards of business performance in firms that look to make a difference in the lives of their teams, their clients, and their communities. We are CPAs and business development experts building a community of like-minded professionals. Collectively, we share decades of experience in our craft that extends across industries and borders. Therefore, we have created the industry’s first joint venture partnership program designed exclusively for elevating accounting firms that show potential for growth.