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PRA2306
Small Firm Succession - Are you ready for the next wave of M&A?
Date
June 5, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2023:
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
We're in the midst of a leadership change in small firms, with many owners expected to retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus.
Learning Objectives
- Distinguish what firms should do to prepare for succession
- Recognize what acquiring firm values when merging in a smaller firm
- Identify Top 10 M&A issues - how to identify before they become issues
- Indicate what firms are doing to become an attractive merger candidate
Speakers
CEO, Goering and Granatino
Carl G. Peterson, CPA, CGMA
VP - Small Firm Interests, AICPA & CIMA
CEO, Ascend
General
Session Categories
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