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Using Merger or Acquisitions to Grow or Resolve Succession Needs

CPAExit.com

Wednesday, December 18, 2013 from 8:00 AM to 10:00 AM (CST)

Naperville, IL

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

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Type End Quantity
Free Admission Ended Free  

Share Using Merger or Acquisitions to Grow or Resolve Succession Needs

Event Details

CPA Exit and Bank of America Practice Solutions Host:

Using Merger or Acquisitions to Grow or Resolve Succession Needs

Learn How To:

  • Find firms to acquire or merge
  • Screen potential candidates
  • Identify deal killers
  • Review financing options for a merger or acquisition
  • Discuss financing options for other needs your firm may have

Event Details:

  • Date: Wednesday, December 18th, 2013
  • Location: Chicago Marriott Naperville - 1801 N Naper Blvd • Naperville, IL 60563 •
    Phone: (630) 505-4900
  • 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 yet on the market
    • Candidate trigger points
  • Creating and Using Financing Options
    • Funding for loans to close a deal
    • Funding partner buy-ins or buy-outs
    • New equipment or debt restructuring
  • Deal Killers
    • Financial elements that create problems
    • Emotional items that occur in deals
  • Closing the Deal
    • Timeline myths and how to close a deal

Major Expected Takeaways

  • How to find candidate firms
  • What to look for when reviewing a merger or acquisition candidate
  • Breakthrough ideas on financing for all accounting firm needs

Hosted and Presented By:

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

The Professionals at Visionary and CPA Exit
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


Chicago Marriott Naperville
1801 N Naper Blvd
Naperville, IL 60563

Wednesday, December 18, 2013 from 8:00 AM to 10:00 AM (CST)


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