Accounting Firm Mergers: What You Need to Know

ON-DEMAND

Online

1-Other
CPE Credits

As more accounting firms merge with other firms, it’s important to know what’s involved before you begin the merger process. Whether you’re considering acquiring another firm or selling your firm, this CPE Newscast is for you. This event pulls the curtain back behind the merger process and shows you what you need to know about due diligence issues, the parameters of the agreement, how to manage the relationship between the acquiring and selling firms, and more.

Key Takeaways:

*How to know when it’s time to merge with another accounting firm.
*Overview of the required steps for completing a successful merger.
*Effective strategies for structuring a merger transaction.
*Best practices for managing the selling firm partners relationship with the acquiring firm’s partnership.
*Due diligence that is involved with any firm merger.
*What an agreement looks like – the nuts and bolts of the merger agreement.


Registration

PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND

Level: Overview

Prerequisites:

  • None

Notes

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Speaker(s)

Russell Shapiro

Levenfeld Pearlstein, LLC