Transition Advisors is happy to offer several recorded versions of our CPE webinars. A recording of our most recent webinar can be viewed here, and you'll find links to all previously recorded webinars at the bottom of this page.
The first three webinars below are self study courses developed by CPA Academy, which do qualify for CPE credit. Register with code "transition" to take these for free. Please note that CPE credit is not available for watching any of the recorded webinars on our site.
Partnership/Shareholder Agreements 101
Succession Planning: Alternative Deal Structure
Keys to Your Partnership Agreement and Partner Comp Plans
Mergers of Accounting Firms: Avoiding the Roadblocks & Understanding the Market
Succession Planning & Valuing Accounting Firms in 2013
August 21, 2018 - Case Studies in Admitting New Partners
July 10, 2018 - Non-Traditional Mergers: Short-term Trend or Here to Stay?
June 19, 2018 - Planning for Succession - What Are Your Options?
December 14, 2017 - Admitting New Partners
November 9, 2017 - Keys to Due Diligence and Client Retention
October 25, 2017 - Case Studies on Internal Succession
September 27, 2017 - Succession Planning and Valuing Your Firm
August 17, 2017 - Growing Your Firm through M&A
July 27, 2017 - Succession Planning and Alternative Deal Structures
June 8, 2017 - Partnership/Shareholder Agreements 101 *note: see self-study option at the top of this page
May 18, 2017 - Valuing Accounting Firms *note: see self-study option at the top of this page
December 15, 2016 - The Urge to Merge: How, Why, When and With Whom
November 10, 2016 - 2016 Roadmap to Succession Planning for Firms in the Southeastern U.S.
November 10, 2016 - Preparing Your Firm for an Upstream Merger
October 27, 2016 - Succession Planning and Valuing Your Firm
October 20, 2016 - Admitting New Partners
September 29, 2016 - Preparing Your Firm to Grow through M&A
September 7, 2016 - Succession Planning: Alternative Deal Structures *note: see self study option at the top of this page
August 18, 2016 - Preparing Your Firm for an Upstream Merger
August 11, 2016 - How to Structure Your Partnership Agreement
August 4, 2016 - Growing Your Firm Through New Practice Niches
July 7, 2016 - The Art of Your Deal
June 23, 2016 - Preparing Your Firm to Grow through M&A
June 9, 2016 - Buying Out Retiring Partners
May 19, 2016 - Valuing Small Accounting Firms
May 19, 2016 - Valuing Multi-Partner Accounting Firms
January 14, 2016 - How Tax Season Impacts M&A
November 19, 2015 - Keys to Your Partnership Agreement
October 21, 2015 - Seven Step Roadmap for Your Merger, Acquisition or Sale
September 15, 2015 - Mergers:How, Why, When and With Whom
August 12, 2015 - Growing Your Firm Through New Practice Niches
July 21, 2015 - Valuing Accounting Firms for External and Internal Sales
June 25, 2015 - Internal Succession Readiness Assessments
June 24, 2015 - Succession Planning for Florida Accounting Firms
June 10, 2015 - Keys to Your Partnership Agreement with Items Unique to the Midwest and Southwest
June 10, 2015 - Accounting Firm Value and Factors Impacting Firms in the Mid-Atlantic Region
May 20, 2015 - Succession Planning Using Sales and Mergers
January 15, 2015 - Keys to Transitioning Retaining Clients and Staff through a Merger or Acquisition
December 11, 2014 - Mergers: How, Why, When and With Whom
November 13, 2014 - Roadblocks to Avoid in M&A of Accounting Firms
October 23, 2014 - Admitting Partners and Valuing Equity for Internal Transfers of Ownership
September 25, 2014 - Seven Steps to Make Your Meger or Acquisition Occur
August 12, 2014 - Keys to Your Partnership Agreement
July 31, 2014 - 2014 Accounting Update: What's In, What's Out? A Marketplace Update
June 24, 2014 - How to Value Your Accounting Practice
May 15, 2014 - Innovative Approaches to M&A Deal Structure for Firms Seeking to Acquire for Growth
May 13, 2014 - Innovative Approaches to M&A Deal Structure for Firms Seeking to Merge Up or Sell
April 29, 2014 - When Do You Start to Plan Your Succession?
January 9, 2014 - Tax Season Implications for M&A of Accounting Firms
December 3, 2013 - Understanding What Your Partnership Agreement Should Include
November 13, 2013 - Mergers of Accounting Firms: Avoiding the Roadblocks & Understanding the Market
October 23, 2013 - Internal Succession: The Five Steps to Making It Work in Your Firm
September 24, 2013 - Growing Your Firm through New Practice Niches
August 15, 2013 - How to Value Your Firm When Selling Externally or to Your Partners
July 17, 2013 - Buying Out Retiring Partners: Making Sure Your Agreement Will Work
Leading CPAs Through Transition With Succession and M & A Strategies
Transition Advisors LLC., are experts in consulting for the accounting profession. We specialize in advising managing partners who are actively pursuing growth and succession strategies including expert advice on mergers & acquisitions.
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