Content Provider
Ta
Middle madrona
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Trans

KEYS TO TRANSITIONING/RETAINING CLIENTS AND STAFF THROUGH A MERGER/ACQUISITION

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 15, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, Transition Advisors President Joel Sinkin will address:
• The main fears clients have when they hear of a merger
• the keys to your transition plan and the “right” messages to send

Participants can learn:
• How the right deal structure can assist client retention
• The 4 fears clients have and how to overcome them
• Who should get a letter, who a phone call, who a visit
• How long does the process take

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin
Ta

Joel Sinkin is the President of Transition Advisors, LLC a firm that exclusively consults on Mergers & Acquisitions for Public Accounting Firms. Mr. Sinkin is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen hundreds of transaction closings of accounting firms since 1990. He has worked with firms of all sizes from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support including valuations, alternative deal structures, documentation, due diligence and transitional issues regarding partners, staff and clients. Joel teaches CPE courses and lectures for the AICPA, many State Societies of CPAs, National Accounting Organizations and many other professional organizations. Mr. Sinkin is frequently quoted in trade magazines and has had articles authored by him or about him published in The Journal of Accountancy, Accounting Today, CCH, The CPA Journal, Insight, The Practicing CPA, The Practical Accountant, Inside Public Accounting, CPA Practice Management Forum, The New Jersey CPA, The Sum News, The Diplomat, Florida CPA Today, The Business Journal, The MNCPA Footnote, The Asset, CPA Leadership Report, CPA Wealth Provider, & Best Practices in People Management (a Watson Wyatt publishing product) and many more. Joel co-authored BUYING AND MERGING CPA FIRMS published by PPC. Mr. Sinkin is an editorial advisor to the AICPA’s newsletter Small Firm Solution and a member of The CPA Journal Editorial Review Board. Recently Mr. Sinkin fulfilled a personal goal to create a new type of consulting firm that brings a fresh approach to the succession and growth needs of accounting firms and their owners nationally. In 2004, he joined forces with Terrence E. Putney, CPA to form Transition Advisors. Mr. Sinkin has been named one of the top 100 most influential people in accounting by Accounting Today in 2012, 2013, 2014 and 2015.

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.