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Free cpe webinars
Succession Planning: Keys to Selling Your Practice

SUCCESSION PLANNING: KEYS TO SELLING YOUR PRACTICE

Available Date(s)
Thursday, May 20, 2021: 1:00PM EDT
Thursday, June 03, 2021: 1:00PM EDT
Tuesday, June 15, 2021: 1:00PM EDT
Thursday, July 08, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this webinar, we’ll look at specific ways to make your practice more attractive to potential buyers and increase your business’s worth. The topics we’ll cover include optimizing your client base, client relationships, and mix of services; avoiding common mistakes when selling your practice; and pinpointing the ideal time and circumstances to market your business.

Learning Objectives: 


  • Identify factors and characteristics that could make your practice more desirable to buyers

  • Identify common mistakes and deal structures that lead to undesirable outcomes after the sale

  • Determine when a business should be sold and how to transition from one owner to another effectively

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Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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New Clients, Inc. is the leader in client acquisition, practice management and practice sales for accountants since 1987. Founded by Bruce Clark, our sales and marketing principles have been taught to over 5,000 accountants. The NCI marketing system is responsible for generating more revenue than any other system in the marketing for accountants space by a wide margin.