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Free cpe webinars
How to Acquire and Sell a CPA Firm on Your Terms

HOW TO ACQUIRE AND SELL A CPA FIRM ON YOUR TERMS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Both buyers and sellers of firms will benefit from this session and its course materials. The instructor, Bruce Clark of New Clients, Inc., has over 35 years of experience in structuring over 1000 firm sales nationwide. Join this webinar for an evaluation of this complicated process based on the winning strategies that have been utilized by his firm for decades.

Topics covered for sellers include:


  • Current valuation methods being applied based on your firm’s location and client mix

  • Various legal forms required

  • Financing options to structure a sale

  • How to successfully transition the practice to minimize client attrition

  • How to prequalify buyers and protect the confidentiality of the sale

Topics covered for buyers include: 


  • What's the best time to start looking

  • How to perform due diligence

  • How to evaluate the true value of the firm

  • Where to obtain financing


Learning Objectives:


  • Identify current valuation methods being applied based on a firm’s location and client mix

  • Determine financing options to structure a sale

  • Recall how to perform due diligence as a buyer and a seller of a firm
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Ncilogopoweringyourfuture

Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm in the accounting profession. He spent 14 years as marketing director of his father’s firm, Garden Accounting Service, and, in 1987, established NCI. For several years, Bruce also owned and operated his own accounting firm, which he successfully sold in 1987.  A dedicated practitioner of the Korean martial art, Tang Soo Do, Bruce has earned the rank of 5th-degree black belt, giving him the respected title of Master Clark. He and his wife, Kathy (Kate), have been married for 41 years and have two sons.

Since establishing NCI, Bruce and his team have conducted over 350 seminars nationwide and trained over 4,000 accountants on how to develop a successful practice and live a balanced lifestyle. As a complement to NCI’s focus on training and development, Bruce and his team have listed and sold hundreds of accounting firms nationwide, many of whom were NCI clients who built their firms using NCI’s sales and marketing techniques.

Bruce is the author of two books. The first, NCI Effect: Explosive Client Growth Plan for Accountants and CPAs, is the culmination of practice growth results for thousands of accountants worldwide. It examines in detail ways to grow an accounting practice and shows accountants the benefits of thinking outside the box. The book highlights the secrets developed to facilitate successful practice growth and features a guide for both business and personal development. Complete our contact form to receive your free copy!

Bruce’s second book, Beyond the NCI Effect: Sales Strategies That Matter to Grow an Accounting Practice, is a follow-up to the NCI Effect. This second book is based on New Client News newsletters; it provides deeper information from a host of NCI-trained experts trained in the fields of marketing accounting services. It also features practical experience and success tips from many of NCI most successful clients.

About Our Presenter

Ncilogopoweringyourfuture
New Clients, Inc. is the leader in client acquisition, practice management and practice sales for accountants since 1987. Founded by Bruce Clark, our sales and marketing principles have been taught to over 5,000 accountants. The NCI marketing system is responsible for generating more revenue than any other system in the marketing for accountants space by a wide margin.