Graceful Exit: Selling or Buying An Accounting Practice
 
Join the Northwest Houston CPA Business Roundtable Discussion Group for their monthly meeting! Wade Holmes (Accounting Practice Sales) will present a number of options available for exiting a CPA practice if/when that happens, weigh the advantages & disadvantages of each option, & specifically examine several areas of buyer & seller concerns involved in the process. He will discuss such issues as why confidentiality concerns exist & why they might be overrated, how terms may be the elephant in the room, what causes client loss, what are the major risk factors & how to mitigate them, what are the keys to a successful transition, & valuations. OBJECTIVE: To inform sellers about their options for getting out & prepare buyers for an acquisition of a practice.; LEVEL OF INSTRUCTION: Basic; PREREQ: None; CPE CREDIT: 3 Hrs; Member $75, Nonmember CPA $150; CANCELLATION FEE: $5; NO REFUNDS issued on cancellations received after 12pm 9/14/17. NO SHOWS forfeit entire registration fee.
 
Spring Creek BBQ
21746 Tomball Pkwy
Houston, TX 77070
2:30PM-5:30PM,
9/21/2017 - 9/21/2017

 

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