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BUY, SELL, MERGE - EVERYTHING YOU NEED TO KNOW ABOUT YOUR TRANSITION OPTIONS

BUY, SELL, MERGE - EVERYTHING YOU NEED TO KNOW ABOUT YOUR TRANSITION OPTIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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.

Learning Objectives

  • 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!

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

2020log
2020 Group USA was created to help accounting firms grow and be successful. 2020 Group USA is a part of the largest voluntary membership organization for accountants in the world. The 2020 Group has members in the US, Canada, the UK and Ireland, Continental Europe, Asia Pacific, South Africa and the Middle East. Our members are small and medium sized firms committed to helping their clients succeed. Through 2020 membership, small firms are able to offer their clients world class service no matter where they do business.