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Practice Continuation Agreements - A Case Study


Jun 10, 2020 4:35pm ‐ Jun 10, 2020 5:50pm


Credits: None available.

Description

In this session we will explore the considerations on why you should have a practice consideration agreement (PCA), especially if you are a sole owner. We will provide details on what should be in the agreement and the source to provide additional information on developing a useful PCA. Mike Shost has had three PCA's during his decades in the CPA business and he will share his insight into do's and don't's from his experience.

Learning Objectives:
  • Provide an understanding of Practice Continuation Agreements
  • Outline considerations for using a PCA as part of your exit strategy

Speaker(s):

  • Michael G. Shost, CPA, CGMA, Advisor, Judd Thomas Smith & Company, P.C.
  • Carl G. Peterson, CPA, CGMA, VP - Small Firm Interests, Association of International Certified Professional Accountants
Tags: PST
Category: Concurrent Session (Onsite and Online)

Credits

Credits: None available.

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