WEBINAR: Exit Strategies Rebroadcast (Jennings TaxSpeaker)
2 Hours Tax (Federal); IRS:
Course Description: The exit strategies course includes guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. It also includes how to value an accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements. We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.
Course Objectives: This unique course, written and taught by a CPA that has bought & sold nearly 20 firms discusses buying, selling, adding partners and merging firms. It provides valuation guidance, what to look for by buyers and how to prepare for sellers, along with a number of checklists and worksheets. We also discuss the ethical requirements of client notification and work through several short real-life case studies. One of the most useful and unusual courses ever, it also provides guidelines for the growth of existing firms.
Bob Jennings, CPA, EA
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.
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For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352