CPAacademy.org | MERGERS AND ACQUISITIONS IN THE ACCOUNTING INDUSTRY

Content Provider

Self-Study CPE

THE ROE MODEL AND FIRM VALUATION
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EFFECTIVE SALES FORECASTING
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TIME VALUE OF MONEY
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Mergers and Acquisitions in the Accounting Industry

Finance

MERGERS AND ACQUISITIONS IN THE ACCOUNTING INDUSTRY

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Finance

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm

Course Description

This webinar will feature valuable insights and guidance for those looking to navigate the mergers and acquisitions (M&A) space to become firm owners, along with those who are already firm owners. Whether looking to buy or sell, this is a must-attend opportunity to gain practical knowledge specific to mergers and acquisitions in the accounting space.

This presentation will delve into crucial topics including strategy, valuation metrics, trends, and pitfalls to avoid for buyers and sellers. Join this session for essential insight for those considering M&A as a strategic exit.

Learning Objectives:

Evaluate the current market for CPA firm valuations, deal structures, and terms

Identify key due diligence items any buyer or seller should consider when picking a partner

Recognize M&A best practices based on real CPA firm M&A experiences

Justin Farmer

Private Practice Transitions Inc
President & Founder
[email protected]
(253) 509-9224

Justin D. Farmer is the founder and President of Private Practice Transitions, leading his team in business consulting and brokerage services. Justin works directly with clients who need strategic planning for acquisitions and succession planning.

Justin is an industry leader. South Sound Business magazine named him in the 40 Under 40 Class of 2018 – an honor given to business leaders under 40 years old who impact business, philanthropy, and their communities. He is a frequent featured speaker for industry events, including the King County Bar Association, American Physical Therapy Association, Washington State Bar Association, Private Practice Special Interest Group, Oregon Society of Certified Public Accountants, and the Washington Society of Certified Public Accountants.

Additional Materials

M&A Handout

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Private Practice Transitions is the preeminent provider of highly specialized business brokerage and consulting services. They work exclusively with the owners of professional practices in the financial services, accounting, and physical therapy industries who are interested in selling or buying a private practice. Their business was founded in the Pacific Northwest, and their certified business brokers help people buy or sell their private practices.