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CPE credits are offered.

Sunday, November 2, 2014

12:00 p.m. - 3:00 p.m.

PRE-CONFERENCE WORKSHOP: EVERYTHING YOU ALWAYS WANTED TO KNOW ABOUT M&A (MAS) (INCLUDED WITH YOUR CONFERENCE REGISTRATION)

Bill Carlino Managing Director, National Consulting Services, TRANSITION ADVISORS, LLC
Joel Sinkin President, TRANSITION ADVISORS, LLC

This workshop will provide you with a better understanding of the M&A marketplace and other critical issues, including:

  • When to start to plan your succession
  • How to choose your successor (or target firm to acquire/merge)
  • How to value an accounting firm when selling externally and when selling to partners
  • Alternative deal structures
  • A complete roadmap – from start to finish -  for your deal
  • Roadblocks to anticipate and how to overcome them
  • Keys to retaining clients and staff

Joel will share lessons he has learned from his 25 years of experience consulting on more than 800 accounting firm affiliations and will provide insight into the big questions such as “What is the multiple?”

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