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2-Phase Deal: The Perfect Succession or Acquisition Solution

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Course Description

This CPE session will introduce the 2-Phase Deal which has been called the perfect solution, for succession or acquisition, by hundreds of small and mid-size firms. Determine why the 2-Phase Deal is the best method of acquiring or transitioning your firm. We will examine the 2-Phase Deal from three different vantage points, that of the acquiring firm, the succession-minded firm and also from the client perspective. This session will demonstrate why the 2-Phase Deal is the preferred deal structure for those CPA's of CPA firms wishing to create an effective succession or acquisition strategy.

Learning Objectives

Understand the critical components of the effective and successful transition and integration of CPA firms when done for the purpose of merger, succession or acquisition. You will learn the key fundamentals of effective client relationship transition producing maximum practice value and synergies. Each firm and its owners benefit from the autonomous yet cohesive structure of the 2-Phase deal. Whether buying or selling, learn to use a step-by-step process and establish a unique deal structure that enables all three entitiesyou, the other firm and the clientsto confidently build trust and establish continuity of service and opportunity.

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Learning Format 1.0 Hours
Webcast / Webinar

Credit Type(s)
Business Mgmt & Org Management Advisory

Knowledge Level
Intermediate