2020 CPE Classes
Mergers as a Succession Tool and Alternative Deal Structures
Wednesday, December 16, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
5 Main Variables When Valuing a CPA Practice for External and Internal Sales
Wednesday, November 18, 2020,(Re-broadcast of Thursday, April 30, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Valuing a CPA Firm in 2020 When Selling Externally or to Your Partner
Wednesday, November 11, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning for CPA Firms
Wednesday, November 11, 2020
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Coronavirus Impact
Tuesday, November 10, 2020
Location: National Accounting and Tax Symposium (virtual event)
Sponsor: NCCPAP
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Coronavirus Impact
Tuesday, November 10, 2020,(Re-broadcast of Tuesday, July 21, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Admitting New Partners
Thursday, October 29, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Seven Step Roadmap to Closing Your Deal and Navigating Roadblocks
Wednesday, October 28, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
5 Main Variables when Valuing a CPA Practice for External and Internal Sales
Friday, October 2, 2020 (Re-broadcast of Thursday, April 30, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Merger Readiness-Best Practices in Firm and Partner Preparedness
Wednesday, September 30, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning for CPA Firms
Monday, September 28, 2020 (Re-broadcast of Tuesday, July 28, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Coronavirus Impact
Friday, September 25, 2020 (Re-broadcast of Tuesday, July 21, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
The Impact of COVID-19 on CPA M&A
Wednesday, September 23, 2020
Location: Webinar
Sponsor: Northern Virginia MAP Group
Speaker: Nancy Egan
How The COVID-19 Economy May Impact M&A of CPA Firms
Tuesday, September 22, 2020 (Re-broadcast of Wednesday, May 6, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
The 4 W's of Mergers: Who, Why, When, and What is Success
Tuesday, September 22, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Coronavirus Impact on CPA Firm M&A
Wednesday, August 26, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Coronavirus Impact
Thursday, August 13, 2020, (Re-broadcast of Tuesday, July 21, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Analyzing the Required Investment and Financial Returns of Acquisition of CPA Firms
Tuesday, August 11, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
How The COVID-19 Economy May Impact M&A of CPA Firms
Monday, August 10, 2020 (Re-broadcast of Wednesday, May 6, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
What's Wrong With Your Owner Agreement
Wednesday, August 5, 2020
Location: Webinar
Sponsor: CPAmerica
Speaker: Terry Putney
Trends in the Marketplace for CPA Firm Mergers & Acquisitions
Tuesday, August 4, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning for CPA Firms
Tuesday, July 28, 2020
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Coronavirus Impact
Tuesday, July 21, 2020
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
How the Covid-19 Economy May Impact M&A of CPA Firms
Tuesday, July 14, 2020, (Re-broadcast of Wednesday, May 6, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
3 Often Overlooked Factors in Successful Mergers & Acquisitions
Tuesday, June 23, 2020
Location: Webinar
Sponsor: Capstone Marketing
Panelist: Joel Sinkin
How the Covid-19 Economy May Impact M&A of CPA Firms
Friday, June 19, 2020 (Re-broadcast of Wednesday, May 6, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Coronavirus
Thursday, June 18, 2020
Location: Webinar
Sponsor: Accountants World
Speaker: Joel Sinkin
Valuing a CPA Firm in 2020 When Selling Externally or to Your Partners
Wednesday, June 17, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
The Likely Impact of the Coronavirus on CPA Firm M&A
Wednesday, June 10, 2020
Location: Webinar
Sponsor: AGN International
Speaker: Joel Sinkin
How the Covid-19 Economy May Impact M&A of CPA Firms
Friday, June 5, 2020 (Re-broadcast of Wednesday, May 6, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Analyzing the Required Investment and Financial Returns of Acquisition of CPA Firms
Tuesday, June 2, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
5 Main Variables When Valuing a CPA Practice for External and Internal Sales
Monday, June 1, 2020 (Re-broadcast of Thursday, April 30, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Admitting New Partners
Thursday, May 21, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Mergers as a Succession Tool and Alternative Deal Structures
Wednesday, May 20, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
How the Covid-19 Economy May Impact M&A of CPA Firms
Friday, May 15, 2020 (Re-broadcast of Wednesday, May 6, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
How the Coronavirus Economy May Impact M&A of CPA Firms
Thursday, May 14, 2020
Location: Webinar
Sponsor: CPAmerica
Speaker: Joel Sinkin
Merger Readiness-Best Practices in Firm and Partner Preparedness
Wednesday, May 13, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Internal Succession Readiness
Tuesday, May 12, 2020
Location: Webinar
Sponsor: AGN
Speaker: Joel Sinkin
5 Main Variables When Valuing a CPA Practice for External and Internal Sales
Friday, May 8, 2020
Re-broadcast of April 30, 2020
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
How the Covid-19 Economy May Impact M&A of CPA Firms
Wednesday, May 6, 2020
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Seven Step Roadmap to Closing Your Deal and Navigating Roadblocks
Tuesday, May 5, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Coronavirus Likely Impact on CPA Firm M&A
Tuesday, April 28, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Valuing a CPA Firm in 2020 When Selling Externally or to Your Partners
Wednesday, April 22, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Trends in the Marketplace for CPE Firm Mergers & Acquisitions
Wednesday, January 15, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
The 4 W's of Mergers: Who, Why, When, and What is Success
Wednesday, January 8, 2020
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
2019 CPE Classes
Mergers: Who to Merge With, Why, When, and What is Success
Thursday, November 21, 2019
Location: Webinar
Sponsor: AGN
Speaker: Joel Sinkin
Seven Step Roadmap to Closing a Merger, Acquisition, or Sale
Thursday, November 14, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
M & A Trends in the Marketplace
Thursday, November 7, 2019
Location: AICPA Small Firm Meeting (Naples)
Sponsor: AICPA
Speaker: Joel Sinkin
How to Admit New Partners
Tuesday, October 29, 2019
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Seven Step Roadmap to Closing a Merger, Acquisition, or Sale
Tuesday, October 22, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Growing Your Firm Through M & A
Monday, October 21, 2019
Location: Fall Symposium - Atlanta, GA
Sponsor: AGN International
Speaker: Joel Sinkin
Trends in The Marketplace for CPA Firm Mergers & Acquisitions
Tuesday, October 8, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning and Alternative Deal Structures
Thursday, September 26, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
The Five Variables in Valuing a CPA Firm in 2019
Thursday, September 19, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Alternative Deal Structures in M&A, a Seven Step Roadmap to Closing Your Deal, and Keys to Transitioning Client Relationships
Friday, August 16, 2019
Location: Southeast Regional Meeting (Atlanta)
Sponsor: CPAmerica
Speaker: Joel Sinkin
How to Value Partner Equity, Value a Firm to Acquire and Roadblocks to Expect
Friday, August 16, 2019
Location: Southeast Regional Meeting (Atlanta)
Sponsor: CPAmerica
Speaker: Joel Sinkin
Partnership Agreements: Vital Things to Have, Admitting New Partners
Friday, August 16, 2019
Location: Southeast Regional Meeting (Atlanta)
Sponsor: CPAmerica
Speaker: Joel Sinkin
Partner Comp Models & Aligning Comp to Strategic Goals
Friday, August 16, 2019
Location: Southeast Regional Meeting (Atlanta)
Sponsor: CPAmerica
Speaker: Joel Sinkin
Should You Sell, Merge, or Do Nothing?
Thursday, August 15, 2019
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Trends in The Marketplace for CPA Firm Mergers & Acquisitions
Tuesday, August 6, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning and Alternative Deal Structures
Thursday, August 1, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
The Five Variables in Valuing a CPA Firm in 2019
Tuesday, July 16, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Mergers: Who to Merge With, Why, When, and What is Success
Wednesday, June 26, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness
Tuesday, June 25, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
CPA Mergers and Acquisitions in 2019
Wednesday, June 19, 2019
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin
M & A Trends and 5 Key Variables to Value an Accounting Firm
Tuesday, June 11, 2019
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin
What's Wrong With Your Owner Agreement?
Tuesday, May 21, 2019
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness
Tuesday, May 14, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Mergers: Who to Merge With, Why, When, and What is Success
Tuesday, January 15, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Best Practices in Merger Readiness - Part II
Tuesday, January 8, 2019
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
2018 CPE Classes
Best Practices in Merger Readiness - Part I
Tuesday, December 4, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning and Alternative Deal Structures
Wednesday, November 28, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Case Studies in Partner Succession
Wednesday, November 14, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar
The Five Variables in Valuing a CPA Firm
Tuesday, October 30, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Trends in the Marketplace for CPA Firm Mergers & Acquisitions
Wednesday, October 3, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
M&A Trends Workshop
Thursday, September 27, 2018
Location: Leading Partner Retreat
Sponsor: CPAmerica
Speaker: Terry Putney
Case Studies in Admitting New Partners
Tuesday, August 21, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar
How to Self-Assess Your Firm's Readiness for Merger, Acquisition or Sale
Wednesday, July 25, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Seven Steps to Closing a Merger, Acquisition or Sale on Your Own
Tuesday, July 24, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
The Five Variables for Valuing an Accounting Firm
Wednesday, July 11, 2018
Location: The Accounting & Finance Show (New York, NY)
Sponsor: New York State CPA Society
Speaker: Joel Sinkin
Non-Traditional Mergers: Short Term Trend or Here to Stay?
Tuesday, July 10, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar
Planning for Succession - What Are Your Options?
Tuesday, June 19, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar
Market Trends in M&A
Wednesday, June 13, 2018
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin
Key Concepts for Ownership Agreements
Wednesday, June 13, 2018
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin
Succession Planning and Valuing Your Firm
Wednesday, June 12, 2018
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin
Valuations of Accounting Firms in M & A Transactions
Wednesday, May 16, 2018
Location: Webinar
Sponsor: CPATrendlines
Speaker: Terry Putney
Succession Planning and Alternative Deal Structures
Wednesday, May 16, 2018
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin
2017 CPE Classes
Admitting New Partners
Thursday, December 14, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar
Valuation in M&A Transactions
Tuesday, November 14, 2017
Location: 2017 Summit
Sponsor: Allinial Global
Speaker: Terry Putney
Owner Agreements for CPA Firms
Tuesday, November 14, 2017
Location: 2017 Summit
Sponsor: Allinial Global
Speaker: Terry Putney
Keys to Due Diligence and Client Retention
Thursday, November 9, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar
The Five Main Variables for Valuing an Accounting Firm
Monday, November 6, 2017
Location: Webinar
Sponsor: CPA Leadership Institute Inc.
Speaker: Joel Sinkin
Best Practices in Succession Planning and Alternative Deal Structures
Thursday, November 2, 2017
Location: Webinar
Sponsor: CPA Leadership Institute Inc.
Speaker: Joel Sinkin
Case Studies on Internal Succession
Wednesday, October 25, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar
Succession Planning and Valuing Your Firm
Wednesday, September 27, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar
Mergers: Why, When, How and With Whom
Tuesday, September 19, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan
Growing Your Firm through M&A
Thursday, August 17, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar
Succession Options - One Size Does NOT Fit All
Tuesday, August 15, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan
Succession Planning and Alternative Deal Structures
Thursday, July 27, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar
Shaking Hands is not Enough - Partner Agreements that Protect the Firm
Tuesday, July 18, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan
CPA Firms M&A: Succession & Growth Strategies & Alternative Deal Structures
Wednesday, June 14, 2017
Location: Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin
CPA Firms M&A: Valuing Your Firm & Keys to Retaining the Clients
Wednesday, June 14, 2017
Location: Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin
Valuing Your Accounting Firm and Keys to Client Retention Post-Merger
Tuesday, June 13, 2017
Location: ENGAGE Conference Webcast for practitioners unable to attend the conference
Sponsor: AICPA
Speaker: Joel Sinkin
What is Your Firm Worth?
Tuesday, June 13, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan
Partnership/Shareholder Agreements 101
Thursday, June 8, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar (no CPE)
Watch this webinar as a self-study course for CPE *note: enter code "transition" to register for free
Valuing Accounting Firms
Thursday, May 18, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar (no CPE)
Watch this webinar as a self-study course for CPE *note: enter code "transition" to register for free
M&A Update and Due Diligence Checklist when Buying or Merging a Practice
Thursday, May 18, 2017
Location: Nassau Chapter Small MAP Meeting
Sponsor: NYSSCPA
Speaker: Joel Sinkin
Succession Planning for your Firm: Perspectives from the Seller and the Successor Firm
Wednesday, May 17, 2017
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin
Succession Planning: Keeping Clients & Employees on Board During the Transition
Tuesday, May 16, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan
Back to the Future: A look back at what happened in 2016 and what we can expect for the New Year
Thursday, January 12, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now
2016 CPE Classes
The Urge to Merge: How, Why, When and With Whom
Thursday, December 15, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Making Your Firm More Attractive to a Successor Firm or to a Firm Merging Up
Tuesday, November 15, 2016
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin
2016 Roadmap to Succession Planning for Firms in the Southeastern U.S.
Thursday, November 10, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Marcia Miller
Watch this webinar now
Preparing Your Firm for an Upstream Merger
Thursday, November 10, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Succession Planning
Tuesday, November 1, 2016
Location: Large Firm Group (New York, New York)
Sponsor: AICPA
Speakers: Terry Putney & Joel Sinkin
Deferred Compensation/Ownership Agreements
Monday, October 31, 2016
Location: New Firm CEO Meeting (New York, New York)
Sponsor: AICPA
Speaker: Terry Putney
Succession Planning and Valuing Your Firm
Thursday, October 27, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
Succession Planning for Accounting Firms
Monday, October 24, 2016
Location: CCH Connections User Conference (Washington, D.C.)
Sponsor: Wolters Kluwer
Speaker: Marcia Miller
Admitting New Partners
Thursday, October 20, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Preparing Your Firm to Grow through M&A
Thursday, September 29, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Succession Planning: Alternative Deal Structures
Wednesday, September 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar (no CPE)
Watch this webinar as a self-study course for CPE *note: enter code "transition" to register for free
Preparing Your Firm for an Upstream Merger
Thursday, August 18, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
How to Structure Your Partnership Agreement
Thursday, August 11, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Growing Your Firm Through New Practice Niches
Thursday, August 4, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now
The Art of Your Deal
Thursday, July 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
Preparing Your Firm to Grow through M&A
Thursday, June 23, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Buying Out Retiring Partners
Thursday, June 9, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
How to Go About Making a Merger or Acquisition Happen & Roadblocks to Avoid
Monday, June 6, 2016
Location: Practitioners Symposium and TECH+ Conference
Sponsor: AICPA
Speaker: Joel Sinkin
Succession Planning
Wednesday, May 25, 2016
Location: CPA Web Summit
Sponsor: Paycor
Speaker: Joel Sinkin
Valuing Small Accounting Firms
Thursday, May 19, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
Valuing Multi-Partner Accounting Firms
Thursday, May 19, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
Succession Planning and M&A
Tuesday, March 22, 2016
Location: New York, NY
Sponsor: International Federation of Accountants
Speaker: Joel Sinkin
How Tax Season Impacts M&A
Thursday, January 14, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
2015 CPE Classes
Back to the Future: A look back at what happened in 2015 and what we can expecct for the New Year
Tuesday, December 15, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Keys to Your Partnership Agreement
Tuesday, November 19, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Planning for Succession: Keys to a Seamless Transition and Valuing an Accounting Firm
Wednesday, November 18, 2015
Location: Long Island Tax Professionals Symposium (Woodbury, NY)
Sponsor: NCCPAP
Speaker: Joel Sinkin & Bill Carlino
Planning for Succession: Keys to a Seamless Transition and Valuing an Accounting Firm
Wednesday, October 28, 2015
Location: Pines Manor (Edison, NJ)
Sponsor: New Jersey Society of CPAs
Speaker: Bill Carlino
Seven Step Roadmap for Your Merger, Acquisition or Sale
Wednesday, October 21, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
How to Value Your Firm When Selling Externally or to Your Partners
Tuesday, September 29, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers: How, Why, When and With Whom
Tuesday, September 15, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Succession Planning Using Sales and Mergers
Wednesday, August 19, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Growing Your Firm Through New Practice Niches
Wednesday, August 12, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now
Keys to Your Partnership Agreement
Wednesday, July 29, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Terry Putney
Valuing Accounting Firms for External and Internal Sales
Tuesday, July 21, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
Internal Succession Readiness Assessments
Wednesday, June 25, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
Succession Planning for Florida Accounting Firms
Wednesday, June 24, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Marcia Miller
Watch this webinar now
Accounting Firm Value and Factors Impacting Firms in the Mid-Atlantic Region
Wednesday, June 10, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Nancy Egan
Watch this webinar now
Keys to Your Partnership Agreement with Items Unique to the Midwest and Southwest
Wednesday, June 10, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Russ Best
Watch this webinar now
Ecosystem of M&A - All Perspectives (including the "Why")
Wednesday, June 10, 2015
Location: AAA National Practice Management Conference/AAAM Marketing Summit (Orlando, FL)
Sponsor: AICPA
Speaker: Joel Sinkin
Ecosystem of M&A from an Operational Perspective
Tuesday, June 9, 2015
Location: AAA National Practice Management Conference/AAAM Marketing Summit (Orlando, FL)
Sponsor: AICPA
Speaker: Joel Sinkin
Seven Steps to Executing Your Merger, Acquisition or Sale & Roadblocks to Avoid
Wednesday, June 3, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Tax Power Hour - Valuing Your Tax Practice
Thursday, May 21, 2015
Location: Webinar
Sponsor: AICPA
Speaker: Terry Putney
Watch this webinar now (note: access requires an AICPA Tax Section membership)
Succession Planning for Your Accounting Firm and How to Value Your Practice
Thursday, May 21, 2015
Location: Webinar
Sponsor: National Association of Enrolled Agents
Speaker: Joel Sinkin
Succession Planning Using Sales and Mergers
Wednesday, May 20, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
M&A in 2015: What's Driving Merger Mania and Will it Continue?
Wednesday, May 13, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Bill Carlino
How to Admit a Partner
Friday, May 8, 2015
Location: Nashville, TN
Sponsor: AICPA Small Firm Group
Speaker: Joel Sinkin
Succession Planning Through M&A
Tuesday, April 28, 2015
Location: Kenilworth, NJ
Sponsor: New Jersey Society of CPAs, Union County Chapter
Speaker: Bill Carlino
Keys to Transitioning/Retaining Clients and Staff through a Merger or Acquisition
Thursday, January 15, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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2014 CPE Classes
Mergers: How, Why, When and With Whom
Thursday, December 11, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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M&A Update: What are the Trends & How are Firms Being Valued in 2014 and Beyond
Wednesday, November 19, 2014
Location:Crest Hollow Country Club (Woodbury, NY)
Sponsor: NCCPAP
Speaker: Joel Sinkin and Bill Carlino
Roadblocks to Avoid in M&A of Accounting Firms
Thursday, November 13, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
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Succession Planning and Valuing an Accounting Firm
Thursday, November 13, 2014
Location: Tampa Westshore Marriott (Tampa, FL)
Sponsor: National Business Institute
Speaker: Marcia Miller, EA with Barry Weins, CPA
Succession Planning and Valuing an Accounting Firm
Wednesday, November 12, 2014
Location: Doubletree by Hilton Orlando Downtown (Orlando, FL)
Sponsor: National Business Institute
Speaker: Marcia Miller, EA with Barry Weins, CPA
Everything You Always Wanted to Know About M&A
Sunday, November 2, 2014
Location: Boca Resort & Racquet Club (Boca Raton, FL)
Sponsor: Accounting Today Growth & Profitability Summit
Speaker: Joel Sinkin & Bill Carlino
What Your Partnership Agreement Should Include
Tuesday, October 28, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Admitting Partners and Valuing Equity for Internal Transfers of Ownership
Thursday, October 23, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning and Valuing Accounting Firms & Panel Discussion
Thursday, October 23, 2014
Location:CPAConnect Roundtable (Chicago, IL)
Sponsor: CPAmerica International
Speaker: Joel Sinkin
Succession and Transition Issues
Wednesday, October 1, 2014
Location:Virtual Accounting Conference (webinar)
Sponsor: Business Evolution Consulting Inc.
Speaker: Joel Sinkin
The Art of the Deal: How to Go About Making a Merger or Acquisition Happen & Roadblocks to Avoid
Tuesday, September 30, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The Seven Steps to Make Your Merger or Acquisition Occur
Thursday, September 25, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Buy! Sell! Merge!
Wednesday, August 27, 2014
Location:Philadelphia, PA
Sponsor: 2020 Group
Speaker: Joel Sinkin & Nancy Egan
Buy! Sell! Merge!
Tuesday, August 26, 2014
Location:Washington, DC
Sponsor: 2020 Group
Speaker: Joel Sinkin & Nancy Egan
M&A for Accounting Firm Update Plus
Tuesday, August 19, 2014
Location: Hotel Indigo East End (Riverhead, NY)
Sponsor: NCCPAP
Speaker: Joel Sinkin
Keys to Your Partnership Agreement
Tuesday, August 12, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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2014 Accounting Update: What's In, What's Out? A Marketplace Update
Thursday, July 31, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
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Succession Planning Using Sales and Mergers
Wednesday, July 30, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Buy! Sell! Merge!
Wednesday, July 23, 2014
Location:Atlanta, GA
Sponsor: 2020 Group
Speaker: Terry Putney & Marcia Miller
Buy! Sell! Merge!
Tuesday, July 22, 2014
Location:Boston, MA
Sponsor: 2020 Group
Speaker: Joel Sinkin & Bill Carlino
Buy! Sell! Merge!
Tuesday, July 15, 2014
Location:New York, NY
Sponsor: 2020 Group
Speaker: Joel Sinkin & Bill Carlino
How to Value Your Accounting Practice
Tuesday, June 24, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Buy! Sell! Merge!
Tuesday, June 24, 2014
Location:Chicago, IL
Sponsor: 2020 Group
Speaker: Terry Putney & Mark Basinski
Mergers Can Be New Opportunities
Wednesday, June 18, 2014
Location:National Practice Management Conference (San Diego, CA)
Sponsor: Association for Accounting Administration
Speaker: Joel Sinkin
How to Get Your Firm on the Top 100 Best Firms to Work for List
Wednesday, June 18, 2014
Location:National Practice Management Conference (San Diego, CA)
Sponsor: Association for Accounting Administration
Speaker: Joel Sinkin with Daniel Hood, Loretta Doon, Lisa Tierney, Rick Solomon and Randy Johnson
Transitioning Your Accounting Firm Without Giving Up Control, Autonomy or Income
Sunday, June 8, 2014
Location:Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin
How to Value Your Firm When Selling Externally or to Your Partners
Tuesday, June 3, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning
Tuesday, June 3, 2014
Location: Freehold, NJ
Sponsor: NCCPAP Central NJ
Speaker: Bill Carlino
Successful Successions
Thursday, May 29, 2014
Location: 20th Annual SuperConference (Orlando, FL)
Sponsor: The Rainmaker Companies
Speaker: Bill Carlino
CPA Firm Internal Succession
Thursday, May 22, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
How to Value Your Firm Considering Issues Unique to Texas CPAs
Wednesday, May 21, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Russ Best
Mergers and Acquisitions of Accounting Firms
Wednesday, May 21, 2014
Location: Louisville, KY
Sponsor: The Kentucky Society of CPAs
Speaker: Terry Putney
M&A: What are the Trends in the Marketplace & How to Value Firms?
Tuesday, May 20, 2014
Location: Firm Management Conference (Amelia Island, FL)
Sponsor: PKF North America
Speaker: Joel Sinkin
Deeper Dive M&A: Roadmap for Making a Merger Plan & Roadblocks to Avoid
Tuesday, May 20, 2014
Location: Firm Management Conference (Amelia Island, FL)
Sponsor: PKF North America
Speaker: Joel Sinkin
Keys to transition planning from a client and staff retention perspective and integration
Thursday, May 15, 2014
Location:Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
Innovative Approaches to M&A Deal Structure for Firms Seeking to Acquire for Growth
Thursday, May 15, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Innovative Approaches to M&A Deal Structure for Firms Seeking to Merge Up or Sell
Tuesday, May 13, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Owner Accountability & Unity
Friday, May 9, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin
Firm Acquisitions
Thursday, May 8, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin
Partner Retirement & Succession Planning Panel Discussion
Thursday, May 8, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin
Partner Retirement & Succession Planning
Thursday, May 8, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin
When Do You Start to Plan Your Succession?
Tuesday, April 29, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Practice Continuation Agreements & Two-Stage Deals
Tuesday, April 29, 2014
Location: Woodbury, NY
Sponsor: NCCPAP
Speaker: Joel Sinkin
Keys to Documentation Process in Your Merger or Acquisition
Friday, April 25, 2014
Location: Syosset, NY
Sponsor: NYSSCPAs
Speaker: Joel Sinkin with Robert Barnett, Esq
Mergers and Acquisitions - A Panel Discussion
Saturday, January 25, 2014
Location: Division of Firms Practice Management Conference (MGM Grand in Las Vegas, NV)Sponsor: The National Association of Black Accountants
Speaker: Terry Putney
Working on Your Practice as Opposed to in Your Practice
Friday, January 24, 2014
Location: Division of Firms Practice Management Conference (MGM Grand in Las Vegas, NV)Sponsor: The National Association of Black Accountants
Speaker: Terry Putney
Employee Engagement: A Leadership Priority
Thursday, January 23, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Members of the CPA Consultants Alliance
How to value an accounting firm for Sole Owners/Small Firms
Thursday, January 23, 2014
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
How to value your firm when selling externally and when selling to your partners
Tuesday, January 21, 2014
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
Tax Season Implications for M&A of Accounting Firms
Thursday, January 9, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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2013 CPE Classes
The Art of the Deal: How to Go About Making a Merger or Acquisition Happen
Thursday, December 5, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Understanding What Your Partnership Agreement Should Include
Tuesday, December 3, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning for CPA Firms and Sole Practitioners
Friday, November 22, 2013
Location: Crest Hollow Country Club in Woodbury, NY
Sponsor: National Conference of CPA Practitioners, Nassau/Suffolk Chapter
Speaker: Roundtable discussion, including Bill Carlino
Understanding What Your Partnership Agreement Should Include
Wednesday, November 20, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Terry Putney
Succession Planning and Roadblocks to Avoid
Wednesday, November 20, 2013
Location: Long Island Tax Professionals Symposium (Woodbury, NY)
Sponsor: National Conference of CPA Practitioners
Speaker: Joel Sinkin
Mergers of Accounting Firms: Avoiding the Roadblocks & Understanding the Market
Wednesday, November 13, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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CPA Firm Internal Succession
Thursday, November 7, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Is it a Buyer's or Seller's Marketplace?/How to Value an Accounting Firm
Thursday, October 31, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin
Roadmap - 7 Step Process
Thursday, October 31, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin
The Key Steps to Implementing a Succession Plan
Tuesday, October 29, 2013 & Wednesday, October 30, 2013
Location: JW Marriott at Desert Ridge in Phoenix
Sponsor: CCH
Speaker: Terry Putney
Partnership Agreements
Tuesday, October 29, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin
Transitioning Clients
Monday, October 28, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin
M&A Update/Determining Value Equity when Selling Internally and Externally
Monday, October 28, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin
M&A Seminar
Friday, October 25, 2013
Location: Crystal Springs Resort in Hamburg, NJ
Sponsor: NJCPA Society
Speaker: Joel Sinkin
M&A Workshop
Thursday, October 24, 2013
Location: Durham, NC
Sponsor: AICPA Medium Firm Group
Speaker: Joel Sinkin
Internal Succession: The Five Steps to Making It Work in Your Firm
Wednesday, October 23, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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M&A Roadblocks to Avoid
Monday, October 21, 2013
Location: Growth & Profitability Summit (Orlando, FL)
Sponsor: Source Media
Speaker: Joel Sinkin
Most Recent Trends in CPA Firm Merger/Acquisitions
Thursday, September 26, 2013
Location: Philadelphia Four Seasons
Sponsor: CPAmerica International
Speaker: Joel Sinkin
Growing Your Firm through New Practice Niches
Tuesday, September 24, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
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Succession Planning for Your Accounting Firm
Tuesday, September 24, 2013
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
The Quest to Build a Learning Culture
Tuesday, September 24, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Members of the CPA Consultants Alliance
Internal Succession Readiness Assessments
Thursday, September 19, 2013
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
Succession Planning Using Sales and Merger
Tuesday, September 17, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
How to Value Your Firm When Selling Externally or to Your Partners
Tuesday, September 10, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession and Valuing Your Accounting Firm
Tuesday, September 10, 2013
Location: Freehold, NJ
Sponsor: National Conference of CPA Practitioners
Speaker: Joel Sinkin
Understanding What Your Partnership Agreement Should Include
Wednesday, August 21, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
How to Value Your Firm When Selling Externally or to Your Partners
Thursday, August 15, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now
The Seven Steps of Accounting Firm M&A: A Roadma
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