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with Bill Carlino

Mergers & Acquisitions for CPA Firms

Learning Objectives:

  • Learn the ideal timeframe in which to begin succession planning
  • Learn how to find the right “fit” in terms of potential successor firms
  • Discover what five factors determine an accurate valuation of your firm
  • Learn how to spot and avoid key roadblocks in merger negotiations


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Business Management & Organization
  • Advanced Prep: None
  • Credit Type: CPE
  • Credit Hours: 1
Course Description

For most CPA firm owners, a merger will often be the last and most important decision they will make in their business careers. But often, firms that have decided to affiliate are unsure of the process and what’s involved in the complex arena of M&A. This course will give an overview of the steps needed to facilitate a successful merger – from the first meeting to a signed contract and how to avoid those deal-killing roadblocks. 


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    Course Details