CPA - medium firm
Other
This session will review when to start the process, how to select a successor, alternative deal structures and keys to client retention.
If you or some of your partners are seeking to slow down over the next five years – or if you are interested in acquiring a firm – this session is for you.
In this webinar, Transition Advisors President Joel Sinkin will address:
• When you should start the process of planning your succession/transition of your practice and/or client base
• Alternative deal structures available to create this succession plan
• Keys to choosing the “right” successor firm Participants can learn:
• How the nature of the relationship with the clients and frequency of contact can dictate the time frame it takes to transition relationships
• How to start your transition/succession plan without yielding control or giving up income
• How the 4 C’s: chemistry, continuity, capacity and culture impact the succession plan
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To teach many aspects of succession planning for accounting firms from the position of being the owner seeking a succession plan as well as being the successor firm
Deborah, CO
"Really good webcast. Joel used examples that were meaningful and impactful to information presented. Thanks to Joel for sharing his deep knowledge in the area and providing lots of "food for thought". Very grateful for opportunity to receive this content."
Larry, TX
"As a growing CPA firm I have been considering acquiring a practice and this course provided a wealth of knowledge. Larry Falk CPA Austin, TX"
Phillip, MO
"I found Joel to be informative and knew the subject well. In addition, he was able to hold my attention throughout the entire session."
George, IL
"Gave me some good ideas on how to handle the next few years"
Naren, NJ
"Highly Valuable & Educational Webinar. Great Presentation."
Rebecca, AZ
"Mr. Sinkin is a great presenter."
Michael, MA
"The webinar was very useful for partners or firms that are in the transition phase."
Kathie, IL
"An informative seminar given by an enjoyable presenter."
Joel Sinkin
Transition Advisors LLC
President
jsinkin@transitionadvisors.com
(631) 493-0022
Joel Sinkin is the President of Transition Advisors, LLC, a firm that exclusively consults on Mergers & Acquisitions for Public Accounting Firms. Mr. Sinkin is an expert in practice evaluation, succession planning, and transaction structure. He has personally overseen hundreds of transaction closings of accounting firms since 1990 and has worked with firms of all sizes, from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support, including valuations, alternative deal structures, documentation, due diligence, and transitional issues regarding partners, staff, and clients.
Transition Advisors is dedicated to working exclusively with accounting firms nationwide to:
- Develop and execute strategies to expand through mergers and acquisitions
- Identify objectives and create unique methods to facilitate retirement and other transition of owners
- Build business plans and owner agreements to facilitate and manage internal succession
Joel teaches CPE courses and lectures for the AICPA, many State Societies of CPAs, National Accounting Organizations, and many other professional organizations. Mr. Sinkin is frequently quoted in trade magazines. He has had dozens of articles authored by him or about him published in The Journal of Accountancy, Accounting Today, CCH, The CPA Journal, Insight, The Practicing CPA, The Practical Accountant, Inside Public Accounting, CPA Practice Management Forum, Best Practices in People Management and many more. Joel co-authored BUYING AND MERGING CPA FIRMS published by PPC.
In 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 Accounting Today named Mr. Sinkin one of the top 100 most influential people in accounting.
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