Valuing Your CPA Practice – The 4 Prevailing Factors and Making Them Work For You – Lunch & Learn

Date: November 3, 2016 Time: 11:30 am - 1:30 pm EST Location: Towson, MD CPE: 2 Format: In-Person
EVENT DESCRIPTION

Learn the prevailing factors that buyers use to value practices in your area and how you can use them for your benefit. A strategic briefing from practice management expert on small and medium size accounting practices in the mid- Atlantic states. This course is designed for – CPA firm owners – firms with 1- 10 owners.

LEARNING OBJECTIVES
After completing this course participants will be able to:
Understand the critical metrics and conditions which are used by buyers to value practices and the differences that will arise when it is an internal transaction vs an external transaction.
Implement techniques to optimize value ahead of a transaction and potential return thru a transaction will be presented.
Identify factors to assess whether they should be part of the merger/combination process.
MAJOR TOPICS
Valuation Concepts
Practice Potential Assessment
Decision Grid Process
Using busy season to upgrade your practice value with more than just fee increases
EVENT DETAILS
CPE FIELD OF STUDY
Specialized Knowledge and Applications (2 Credits)
INSTRUCTOR(S)
Ira Rosenbloom
COURSE LEVEL
Basic
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