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Self-Study CPE
VALUING ACCOUNTING FIRMS
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Successionplanning transition

SUCCESSION PLANNING: ALTERNATIVE DEAL STRUCTURES

CPE Processing Fee$10.00  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJun 13, 2017  Date OfferedJun 13, 2017  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

This program will go into a number of different approaches to deal structure.
In this webinar, Transition Advisors President Joel Sinkin will address:
• How sellers put your succession solution in place without losing current income and control over your practice
• How firms merging upstream can deal with multi-partner situations where one partner needs an immediate sale, one needs succession in just a few years, and others are seeking a long term career with the successor firm
• The best way for firms to maximize retention of clients.
• Managing equity allocations, compensation and buyouts in mergers
• How to deal with special situations and unique circumstances

Learning Objectives

  • Identify different structures for merger and acquisition deals, and determine best practices when entering into different types of deals.

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Review Questions
Review Questions
QUESTION 1: 14:00 minutes
QUESTION 2: 23:00 minutes
QUESTION 3: 49:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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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.

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About Our Presenter

Ta
Transition Advisors helps you go through the process of change and solves problems before they come up. The vast experience of our principals, regional advisors and professional staff will be invaluable to you and your partners in moving your practice to the next level. To be clear - we are not brokers. We are professional consultants and advisors with years of experience who stay with you throughout the entire process of transition... hence Transition Advisors! You will also have access to our Additional Services to support your transition. These include but are not limited to valuations, succession plans, mergers, introductions, deal structure options, assistance with negotiations, acquisition and planning assistance, drafting contracts, due diligence support, partner retreats and transition strategies to retain the clients and staff. We are consistently successful in identifying firms in your area that are interested in some type of affiliation including a long or short term succession plan, outright sale, upstream merger, seeking to grow through a merger or acquisition, or a staged transition or mergers of firms with younger partners, and, or niches, who can strengthen your internal succession team and firm. We also identify firms not in your area who want to be! We are consultants who can provide transition strategies when you are ready to take the next step in growing your firm, interested in moving to the next level, or slowly taking more time off to enjoy life, or many other avenues of change to meet your life style and work style. We hope you will view the other pages on our website, Buyers, Sellers, Internal Succession, or Mergers, which have a great deal of practical information, as well as our FREE Reports and Case Studies about the changing accounting practice profession. With Transition Advisors you get timely, accurate and helpful assistance from the beginning of the deal, throughout the negotiations until the very end of the process. We encourage you to call upon us and request a visit with one of our regional directors to discuss what could be one of the most important decisions of your business and personal life. Highest References available.