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Free cpe webinars
Succession Planning: Important Aspects of a Successful Accounting Practice Sale

SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

This webinar will look at specific ways to make your practice more attractive to potential buyers and increase your business’ worth. The topics we will cover include optimizing your client base, increasing 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: 


  • Define 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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

About Our Presenter

Thrivelogo
Thrive Financial Group specializes in working exclusively with accounting and tax professionals to assist them with buying and selling practices nationwide.