January 23, 2025


In-Person

Clarkstown Town Hall (Auditorium)
10 Maple Avenue, New City, New York 10956


NYSED 2

Rockland Chapter: Mastering Practice Transitions: Buying, Selling, or Merging Firms Tech Session

This session aims to show you how to navigate the complexities of practice transitions, whether buying, selling or merging firms.

January 23, 2025
In-Person
NYSED 2
  • View Bio

    Instructor

    Judith
    Bachman

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  • Instructor

    Donalee
    Berard

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    Instructor

    Adam
    Kurland

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  • Instructor

    Steve
    Kaplan

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Examine the evolving landscape of practice transitions and shifting ethical requirements.
  • Formulate strategies for successful transitions, maximizing value, and identifying the right fit.
  • Analyze the intricacies of firm valuation and address common misconceptions.
  • Evaluate transaction structures, including LOIs, payment terms, client relationships, and post-transaction considerations.

Major Topics

  • Overview and Trends: Understanding the evolving landscape of practice transitions and shifting ethical requirements.
  • Planning: Strategies for successful transitions, maximizing value, and finding the right fit.
  • Valuation: A deep dive into the intricacies of valuing firms and common misconceptions.
  • Transaction Structures: Deal structures including LOIs, payment terms, client relationships, and post-transaction considerations

CPE Credits Available

NYSED 2
2
Specialized Knowledge / Industries (NYSED) - NYSED

Clarkstown Town Hall (Auditorium)

10 Maple Avenue, New City, New York 10956

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in private practice

Provider

Foundation for Accounting Education

This event has ended.