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092415 ta howwhy

MERGERS: HOW, WHY, WHEN AND WITH WHOM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 15, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

In this webinar, Transition Advisors CEO Terry Putney will address and participants can learn:
• How do you prepare your firm to pursue mergers or acquisitions or selling to achieve your goals?
• If you are considering selling or merging, when is the right time to do that?
• How do you find the right candidates to merge with? How do you keep from making a fatal error by merging with the wrong firm?
• How do you determine the value of an accounting firm?
• How do you know when to walk away from a prospect?

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terrence Putney

Transition Advisors LLC
Chief Executive Officer
[email protected]
(866) 279-8550

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Terry has more than 35 years’ experience in the CPA profession. For six years, he served as Managing Director - Mergers & Acquisitions for RSM McGladrey, the country’s fifth-largest accounting firm and held several executive posts with its corporate parent, H&R Block. At RSM, he structured and negotiated numerous deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. Prior to joining McGladrey, he served as Managing Partner of Donnelly Meiners Jordan Kline, a 60-person CPA firm in Kansas City. Terry believes it’s imperative that practitioners have a clear understanding of their objectives when pursuing a sale of their practice or the merger with, or acquisition of, another practice. “I've seen deals not work or not materialize because one of the parties to the succession plan had not thought through what they really wanted to accomplish. Transition Advisors will make sure the approach to executing your plan will meet your objectives. Because we are consultants and not brokers, we can be much more flexible in helping a firm succeed with its transition plan.”

About Our Presenter

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Transition Advisors helps you go through the process of change and solves problems before they come up. The vast experience of our principals, regional advisors and professional staff will be invaluable to you and your partners in moving your practice to the next level. To be clear - we are not brokers. We are professional consultants and advisors with years of experience who stay with you throughout the entire process of transition... hence Transition Advisors! You will also have access to our Additional Services to support your transition. These include but are not limited to valuations, succession plans, mergers, introductions, deal structure options, assistance with negotiations, acquisition and planning assistance, drafting contracts, due diligence support, partner retreats and transition strategies to retain the clients and staff. We are consistently successful in identifying firms in your area that are interested in some type of affiliation including a long or short term succession plan, outright sale, upstream merger, seeking to grow through a merger or acquisition, or a staged transition or mergers of firms with younger partners, and, or niches, who can strengthen your internal succession team and firm. We also identify firms not in your area who want to be! We are consultants who can provide transition strategies when you are ready to take the next step in growing your firm, interested in moving to the next level, or slowly taking more time off to enjoy life, or many other avenues of change to meet your life style and work style. We hope you will view the other pages on our website, Buyers, Sellers, Internal Succession, or Mergers, which have a great deal of practical information, as well as our FREE Reports and Case Studies about the changing accounting practice profession. With Transition Advisors you get timely, accurate and helpful assistance from the beginning of the deal, throughout the negotiations until the very end of the process. We encourage you to call upon us and request a visit with one of our regional directors to discuss what could be one of the most important decisions of your business and personal life. Highest References available.