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MERGERS OF ACCOUNTING FIRMS: AVOIDING THE ROADBLOCKS / UNDERSTANDING THE MARKET

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 13, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Keeping your negotiations moving forward smoothly and timely is critical for success. Understanding the roadblocks you are likely to come across and how to overcome them can be the keys to making the deal happen.

Bumps in the road come up in the critical aspects of governance, compensation, equity and buyouts. This session will prepare you on how to navigate the most frequent of these issues that arise.

In this webinar, Transition Advisors President Joel Sinkin will address:
• Understanding what changes will be needed by both parties and dealing with “must haves”
• Overcoming differences in compensation systems, buyouts and billing rates
• The greatest challenge: the emotional side of making a deal

Participants can learn:
• The largest factors impacting client and staff retention
• How to beat your competitors at getting the best opportunities
• The four key C’s: Chemistry, Continuity, Capacity and Culture

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.