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ENGAGE 2020


TAX2028 - Positioning a Company for Sale: Win-Win Client Services


Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Description

This session will focus on the various strategies that CPA firms should be aware of to ensure their small and medium sized clients achieve maximum enterprise value on the sale of a business. Not only will we cover the roadmap to follow when your clients are preparing their business for sale, but we will identify higher fee consulting services CPA firms can provide that add tremendous value to your clients. Win-win!

Topics in this session will include tax and financial due diligence, tax minimization strategies and deal structuring considerations.

Learning Objectives:
  • Provide a roadmap that outlines the most important areas to focus on when preparing a company for sale.
  • Educate practitioners on the valuable services available to both enhance their client’s enterprise selling value as well as add consulting revenue to their practice.

Speaker(s):

Tags: TAX
Category: Concurrent Session (Onsite and Online)

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