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Using Merger or Acquisitions to Grow or Resolve Succession Needs

CPAExit.com

Thursday, August 29, 2013 from 8:00 AM to 10:00 AM (CDT)

Using Merger or Acquisitions to Grow or Resolve Success...

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Free Admission Ended Free  

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Event Details

CPA Exit and Bank of America Practice Solutions Host:

Using Merger or Acquisitions to Grow or Resolve Succession Needs.

It's no secret the accounting profession has succession issues, but a problem for one firm creates an opportunity for another. As a buyer or acquirer, learn how to identify and close opportunities. As a potential seller or transition firm, understand what questions to ask the firm trying to merge or buy you.

Event Details:

  • Date: Thursday, August 29th
  • Location: Courtyard Marriott, 3700 North Wilke Rd. • Arlington Heights, IL 60004 •
    Phone: (847) 394-9999
  • Time: 8:00 AM breakfast and registration. Session 8:30 AM to 10:00 AM
  • Cost: No charge and breakfast will be served

Topics to be Covered:

  • Key items that make a successful merger, acquisition or transition
    • How to qualify a potential candidate firm
    • Finding firms to talk with who are not on the market yet
    • Candidate trigger points
  • Creating and Using Financing Options
    • Funding for loans to close a deal
    • Partner buy-ins and buy-out funding
    • New equipment or debt restructuring
  • Creating the Proper Legal Foundation
    • Put it in writing
    • Clearly spell out expectations with set timelines
  • Closing the deal
    • Timeline myths and how to close candidates

Major Expected Takeaways

  • The triggers to look for when reviewing a merger or acquisition candidate
  • Breakthrough ideas on financing for down payments, partner buy-ins or buy-outs, new equipment or debt restructuring

Hosted and Presented By:

  • CPA Exit a division of Visionary Marketing - Bob Lewis
  • Bank of America Practice Solutions - Bruce Warren

The Professionals at Visionary Marketing and CPAexit
800.995.9186
www.CPAexit.com
www.ThinkVisionary.com

Visionary MarketingBank of America

Have questions about Using Merger or Acquisitions to Grow or Resolve Succession Needs? Contact CPAExit.com

When & Where


Courtyard Marriott
3700 N Wilke Rd
Arlington Heights, IL 60004

Thursday, August 29, 2013 from 8:00 AM to 10:00 AM (CDT)


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