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.
  •  Building vs Buying side by side comparison.  
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