CBAP
IMPORTANT CONSIDERATIONS IN BUYING AN ACCOUNTING PRACTICE

You are considering acquiring another accounting firm. What type of practice is for you? How does the process work? This course teaches you the important keys to consider and puts you on the path to achieving your goal. Critical points covered in this class include but are not limited to the following.

  • Are you ready to absorb another firm?
  • What is the "right" type of acquisition for you?
  • How do you find the seller?
  • What is the seller's mindset? Let us wear their shoes for a minute.
  • How are deals structured and valued?
  • How do different types of retention periods work and how does the balance due the seller get adjusted post closing if there is a retention period?
  • How is an internal sale different than acquiring an external practice?
  • How do you pay the seller for their time post closing?
  • What is the typical timeline of a deal?
  • Transitioning the practice to your firm.

CPE Credit: 2 hours, Business Management and Organization

Level of Knowledge: Basic

Prerequisites: None

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