CPA Firm Mergers and Acquisitions  #371824

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Course Description

Course publication/revision date: This course was updated on 2/20/2024.

One of the key events in the life of a CPA is selling one’s practice. This one-time event is fraught with issues that could severely impact one’s retirement. In the CPA Firm Mergers and Acquisitions course, we cover a multitude of issues related to selling one’s practice, including how a valuation is formulated, which points deserve in-depth negotiation, how to transition clients to the successor, how to plan for a succession event, and how to increase the value of one’s firm.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Table of Contents, and Learning Objectives.
Subject Codes/Fields of Study: Finance

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
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