Course Selection / Exit Strategies

Exit Strategies

On Demand
IRS Number: Not approved for continuing education by the IRS as a basic knowledge requirement

Available: 04/09/2024

Product Description

Designed to provide guidance to buy, sell, merge, grow or add partners to an accounting firm.

**Course was published in 2022**

Prerequisites

None

Field of Study

Business Management & Organization-2.00

NASBA Categories

Business Management & Organization

Course Level

Basic

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.

Available Options

Webinar

A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.

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Seminar

A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.

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Self Study Options

On Demand

An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.

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Ebook/DVD

A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.

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Manual/DVD

A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.

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