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Finance
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Course Description

This webinar will explore effective strategies for making your practice more appealing to potential buyers and increasing its overall value. We’ll cover key topics such as optimizing your client base, strengthening client relationships, expanding your service offerings, avoiding common mistakes during the sale process, and identifying the ideal timing and circumstances for marketing your business.


Learning Objectives
- Identify the factors and characteristics that make your practice more attractive to buyers

- Recognize common mistakes and deal structures that can lead to negative post-sale outcomes

- Determine the right time to sell your business and how to ensure a smooth ownership transition



Credits and Other information
•⁠ Recommended CPE credit – 2.0
•⁠ Recommended field of study – Taxes
•⁠ Session Prerequisites and preparation: None
•⁠ Session learning level: Basic
•⁠ Location: Virtual/Online
•⁠ Delivery method: Group Internet Based
•⁠ Attendance Requirement:  Yes
•⁠ Session Duration: 2 Hours
•⁠ Case Studies and Live Q&A session with speaker
•⁠ PowerPoint presentation for reference

Who Will Benefit
•⁠ CPA
•⁠ Enrolled Agents (EAs)
•⁠ Tax Professionals
•⁠ Attorneys
•⁠ Other Tax Preparers
•⁠ Finance professionals
•⁠ Financial planners

Speaker
Todd C Steinberg

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.



Reading: Ut enim ad minim veniam

14 minutes 2 questions

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 3 questions

Reading: Ut enim ad minim veniam

22 minutes

Reading: Ut enim ad minim veniam

14 minutes

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 2 questions

Reading: Ut enim ad minim veniam

22 minutes

Reviews

Gosh william I'm telling crikey burke I don't want no agro A bit of how's your father bugger all mate off his nut that, what a plonker cuppa owt to do

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2 Comments

  • Eleanor Fant

    July 14, 2022

    So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

  • Shahnewaz Sakil

    July 17, 2022

    David blatant have it, standard A bit of how's your father my lady absolutely.

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Overview:
  • Speaker : Todd C Steinberg
  • Duration :60 Minutes
  • Date :03/22/2025
  • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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