PST2028

Practice Continuation Agreements - A Case Study

Date
June 10, 2020

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

Speakers

Speaker Image for Michael Shost
Michael G. Shost, CPA, CGMA
Advisor, Judd Thomas Smith & Company, P.C.
Speaker Image for Carl Peterson
Carl G. Peterson, CPA, CGMA
VP - Small Firm Interests, AICPA & CIMA

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