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Travel/Venue Information

Track: Merger & Acquisition

Wednesday, November 17, 2010

11:15 AM - 12:05 PM
Panel Discussion: Putting Q&A Before M&A (1 CPE)
Steven R. Berger, J.D., Shareholder, VEDDER PRICE P.C.
Panelist: John Ezell, CPA, CEPA, Founding Principal & President, PROHORIZONS
Panelist: Max Krotman, JD, Managing Partner & General Counsel, GLOBALFORCE INTERNATIONAL, INC.

  • Best approaches at gaining small firm expertise with large firm billings
  • Due Diligence and staff compatability
  • Knowing when to sell, merge or acquire

Thursday, November 18, 2010

11:55 AM - 12:45 AM
How to Value Accounting Firms in today’s economy? (1 CPE)
Joel Sinkin, President, ACCOUNTING TRANSITION ADVISORS, LLC

  • How do you value an accounting practice to an external buyer or your partners (internal)?
  • When should you start to plan your succession and how do you know if you can do an internal succession versus needing to consider an external firm?
  • Alternative methods of structuring these succession deals/plans while retaining control and income from your firm during the transition…

1:50 PM - 2:40 PM
Succession Planning (1 CPE)
Richard Engebretson, Vice President, WEALTHSTAR ALLIANCESM