Sell, Merge or Hold?

Join Christina and Colin online as we tackle the big questions facing accounting practice principals today, such as:

Timing & Planning

• How do I know if I should sell, merge or hold?

• Is there actually a ‘right time’ to start thinking about succession planning?

• How long does the process take?

Valuation

• What is my accounting practice worth?

• My practice is only small – 500k – do you think it will be worth anything?

• Why do firm valuations end up lower than the owner expected?

Preparing the Practice

• What should I do now if I want to sell my firm in 5 years time?

• What are the differences in outcome between a merger and straight sale and how do I know what would be the best for my firm?

• How do I know if my firm is ready for sale?

The Sale Process

• How do I make sure my staff are looked after?

• Do I have to meet potential buyers alone?

• What questions do I need to prepare for potential buyers?

Buyers & Market Demand

• How many buyers would be interested in a firm like mine?

• What are buyers looking for?

• Someone has approached me and made an offer. Is it simpler just to deal with them directly?

After the Sale

• How long will I need to stay on after the sale?

• What if I just want to reduce hours, instead of fully retiring?

• Can I sell part of my practice and keep working?

We understand time is a precious commodity; register nonetheless. Every participant will receive a recording post-event.