Buying & Selling a Tax Practice: How to get exactly what you want

Selling your firm or growing your practice through an acquisition is a big decision - how do you know if it’s the right next step for you in today’s environment? If it is, what do you need to be aware of so you can achieve the best possible outcome?

An acquisition can be a profitable event for everyone involved, or it can be brutally disappointing if it’s not executed with an intelligent approach. Attend this special session to learn the critical components of a sale and realize the best results for your firm.

Objectives

Upon completion of the session, the learner will be able to:

• Obtain a deeper understanding of what a traditional acquisition really looks like from both sides (Buyers and Sellers)
• Learn a simple method to define what you want from an acquisition, so you can confirm if that’s truly the best option based on your specific goals
• Discover the key success factors that will allow any firm to “scale-back” or “scale-up” in today’s environment
• Receive step-by-step instructions for what you can do (right away) to move closer to the results you want from buying or selling​

​Details

Instructor: William Hamilton
Level: Overview
Prerequisites: Knowledge of and experience with running a tax practice
CPE: None