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THE SEVEN STEPS TO MAKE YOUR MERGER OR ACQUISITION OCCUR

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 25, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This session will provide you a road map from the beginning to closing for a successful merger. In this webinar, Transition Advisors President Joel Sinkin will address:
• How to start the process
• What are the seven steps to take to accomplish your goal

Participants can learn:
• What information to share and when
• How time impacts deals
• Dealing with “Must haves”
• Keys to client and staff retention

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terry has more than 35 years’ experience in the CPA profession. For six years, he served as Managing Director - Mergers & Acquisitions for RSM McGladrey, the country’s fifth-largest accounting firm and held several executive posts with its corporate parent, H&R Block. At RSM, he structured and negotiated numerous deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. Prior to joining McGladrey, he served as Managing Partner of Donnelly Meiners Jordan Kline, a 60-person CPA firm in Kansas City. Terry believes it’s imperative that practitioners have a clear understanding of their objectives when pursuing a sale of their practice or the merger with, or acquisition of, another practice. “I've seen deals not work or not materialize because one of the parties to the succession plan had not thought through what they really wanted to accomplish. Transition Advisors will make sure the approach to executing your plan will meet your objectives. Because we are consultants and not brokers, we can be much more flexible in helping a firm succeed with its transition plan.”

About Our Sponsor

Bofa
Whether you want to start a new practice or expand your current practice, Bank of America can help. We have the financing, business solutions and industry experience to help you reach your goals. We have provided financing opportunities to the health care profession for over 18 years. We lend to dentist, doctors, veterinarians, CPA’s, Attorneys and Insurance Agencies. Our loan products include acquisitions, expansion, debt consolidation, equipment; real estate and partner buy in loans.