Course Selection / Exit Strategies

Exit Strategies

Exam Only
IRS Number: Not approved for continuing education by the IRS as a basic knowledge requirement

Available: 06/09/2025

Product Description

The exit strategies course includes guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. It also includes how to value an accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements. We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.

 

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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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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