Content Provider

Sponsored by
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Self-Study CPE
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Buyingapractice newclients


Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm 
Series: CFOs and Controllers 
Course Description

Buying a tax and accounting practice is a serious endeavor that requires a level head, a clear approach and an open mind. This has only become increasingly true with recent changes in the economy. This one hour webinar is being presented to provide participants with a solid framework for acquiring a practice, the key factors to consider and a thorough understanding of the do’s and don’ts in putting together an acquisition.

Learning Objectives

  • The framework of a process for acquiring an accounting practice.

  • Method of reviewing and analyzing the initial data on a practice of interest.

  • An introduction to due diligence.

  • How to explore financing options and basic requirements to submit and secure a loan.

  • An overview of creating and implementing a successful transition plan.

  • Building vs Buying side by side comparison.

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Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing and business development in the industry of marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice marketing industry. A respected leader in the industry, his experience includes developing new marketing strategies, NCI program sales, integrating financial planning and payroll services into accounting practices, providing sales and marketing support to NCI’s 5,000+ clients, hiring and training of marketing personnel for accounting firms nationwide and speaking at regional and national conferences as an authority on marketing accounting services. He Is the Seminar Director at NCI’s Practice Development Seminar and Director of NCI’s Practice Development Coaching program. He is also responsible for leading NCI’s accounting practice sales division and has been personally involved in the sale of over 125 firms nationwide. Todd is Series 7, 66, Life, Accident & Health Licensed.


Shannon Hay

Live Oak Bank
Senior Loan Officer
(910) 550-1403


Shannon joined Live Oak Bank in 2017 as an expert in SBA financing solutions for accounting and tax firms. Prior to joining the team, he was vice president and business development officer at United Community Bank where he was responsible for the development of the CPA SBA 7(a) lending program. He developed relationships with CPA acquisition brokers and marketing strategy. Prior to that, Shannon worked at Bank of America Practice Solutions focused on specialty lending and gained tenure with their special assets group. Shannon has been helping small business owners achieve their goals of ownership for the vast majority of his career.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Powering your growth%20clear%20black2
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.