We are an aging profession with many practitioners concerned about succession options. This session will look at all possibilities including internal succession, lateral merger, upstream merger or outright sale. We will also discuss the economics of new partner admission and partner retirement.
Understand the 15 C’s that will determine the success of a transaction
Be aware of the key deals points when negotiating a purchase, sale or merger of a firm
How to admit partners, both equity and non-equity
Don’t mess with the goose that lays golden eggs!
Chris Frederkisen, CPA is passionate about helping small and medium sized accounting firms succeed. Mr. Frederiksen has built and sold four firms from the ground up and knows the challenges (and the opportunities) CPAs face. 2020 is here to help firms grow their accounting firm. 2020 resources are developed from thousands of combined hours spent consulting with firms around the world.