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FREE WEBINAR: NEW CLIENTS INC. PRESENTS
BUYING AN ACCOUNTING PRACTICE:
MINIMIZING RISK WHILE MAXIMIZING VALUE
Buying a tax and accounting practice is a serious endeavor that requires a level head, a clear approach and an open mind. This has only become increasingly true with recent changes in the economy. This one hour webinar is being presented to provide participants with a solid framework for acquiring a practice, the key factors to consider and a thorough understanding of the do’s and don’ts in putting together an acquisition.
Presented By Todd Steinberg
VP Of Sales - New Clients Inc
Practice Sales & Acquisition Specialist
What You Will Learn On This Free Webinar:
A thorough overview of all aspects of an acquisition.
The framework of a process for acquiring an accounting practice.
Methods of reviewing and analyzing the initial data on a practice of interest.
Insight into the variety of practices available and how to analyze each appropriately.
An overview of how to structure your goals and conduct your meeting(s) with a seller.
The role and importance of a Letter of Intent (LOI) as well as determining and drafting its key points.
An introduction to due diligence.
How to explore financing options and basic requirements to submit and secure a loan.
How to structure a comprehensive purchase agreement.
An overview of creating and implementing a successful transition plan.