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CPA firm mergers & acquisitions : how to buy a firm, how to sell a firm and how to make the best deal / by Joel L. Sinkin and Terrence E. Putney

By: Sinkin, Joel L.
Contributor(s): Putney, Terrence E.
Publisher: New York : American Institute of Certified Public Accountants, 2014Description: xiv, 253 p. ; 23 cm.ISBN: 9781940235127.Subject(s): Accounting firms | Mergers and acquisitions | Buying a business | Buy sell agreements | Client relationships | Succession planning
Contents:
The marketplace -- Succession: getting the timing right -- How to choose a successor you and your clients will love -- Our managers will buy us out, right? Speed bumps to avoid on the road to internal succession -- What is a firm worth? -- Alternative deal structures -- Managing merger minefields -- The power of a practice continuation agreement -- The keys to due diligence -- Getting the transition just right -- The art of the deal. APPENDICES: National management of an accounting practice survey data -- Annual succession planning checklist -- Sample practice continuation agreement -- Sample client announcements -- Due diligence tools -- Sample transition letters -- Practice summary sheets.
Summary: Describes how to successfully buy or sell an accountancy firm. Offers advice on how to make the best deal in the interests of both the seller and buyer. Discusses many facets of succession, such as firm pricing, exit strategies and how to manage client relationships.
Item type Home library Call number Status Date due Barcode Item reserves
Book Book Australia
336 SIN 2014 (Browse shelf) Issued 08/01/2020 CA010960
Book Book New Zealand
336 CPA (Browse shelf) Available CA007791
Total reserves: 0

The marketplace -- Succession: getting the timing right -- How to choose a successor you and your clients will love -- Our managers will buy us out, right? Speed bumps to avoid on the road to internal succession -- What is a firm worth? -- Alternative deal structures -- Managing merger minefields -- The power of a practice continuation agreement -- The keys to due diligence -- Getting the transition just right -- The art of the deal. APPENDICES: National management of an accounting practice survey data -- Annual succession planning checklist -- Sample practice continuation agreement -- Sample client announcements -- Due diligence tools -- Sample transition letters -- Practice summary sheets.

Describes how to successfully buy or sell an accountancy firm. Offers advice on how to make the best deal in the interests of both the seller and buyer. Discusses many facets of succession, such as firm pricing, exit strategies and how to manage client relationships.

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Formed in Australia. Members of CA ANZ are not liable for the debts and liabilities of CA ANZ

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