2022 CPE Classes
Rebroadcast - Using Alternative Deal Structures to Create the Most Effective Merger
Tuesday, July 19, 2022
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Thursday, June 23, 2022, 1:00 - 1:50 a.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Panel Discussion:Small Firm Succession Planning Strategies - the time to plan is now
Thursday, June 9, 2022, 8:00 - 9:15 a.m. (pacific)
Location: Las Vegas 2022 AICPA & CIMA Engage Conference
Sponsor: AICPA & CIMA
Panel Speaker: Terry Putney
Using Alternative Deal Structures to Create the Most Effective Merger
Wednesday, May 11, 2022
Location: Webinar
Sponsor: CPA Leadership
Speaker:Terry Putney
The Effect Private Equity is Having on Value/Deal Structure of CPA Firm M & A
Thursday, May 5, 2022
Location: Webinar
Sponsor: CPA Leadership
Speaker: Phil Whitman/Terry Putney
2021 CPE Classes
What Will Happen to the Value of CPA Firms in 2021.......Really?
Wednesday, December 15, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning and Alternative Deal Structures
Tuesday, December 7, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Acquiring Non-accounting Consulting Firms and Specialty Accounting Practices
Wednesday, December 1, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Succession Planning and Alternative Deal Structures
Thursday, November 11, 2021
Location: Webinar
Sponsor: North Carolina Association of Certified Public Accountants
Speaker: Bill Carlino
AICPA PCPS Medium Firm Networking Group
Wednesday, November 10, 2021
Location: Virtual M & A Workshop
Sponsor: AICPA PCPS
Speaker: Joel Sinkin
Admitting New Partners and Overcoming Obstacles to Internal Succession
Tuesday, November 9, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Is a Merger Right for My Firm or Should I Stay Independent?
Wednesday, November 3
Location: Webinar
Sponsor: CPA Leadership
Speakers: Joel Sinkin/Terry Putney
Succession Planning and Alternative Deal Structures
Tuesday, November 2, 2021
(Re-broadcast of June 9, 2021 webinar)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
What Will Happen to the Value of CPA Firms in 2021.......Really?
Wednesday, October 27, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Admitting New Partners and Overcoming Obstacles to Internal Succession
Wednesday, October 27
Location: Webinar
Sponsor: CPAmerica
Speaker: Terry Putney
Planning the Sale or Merger of Your Firm to Maximize Value
Wednesday, October 20, 2021
Location: Webinar
Sponsor: CPA Leadership
Speakers: Joel Sinkin/Terry Putney
Succession Planning and Alternative Deal Structures
Tuesday, September 21, 2021
(Re-broadcast of June 9, 2021 webinar)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Merging/Acquiring a Non-Traditional CPA or Consulting Firm
Wednesday, August 25, 2021
Location: Webinar
Sponsor: CPAmerica
Speaker: Joel Sinkin/Terry Putney
Succession Planning for Accounting Firms
Tuesday, August 24, 2021
Location: Webinar
Sponsor: NCCPAP'S Westchester/Rockland Chapter
Speaker: Bill Carlino
Succession Planning and Alternative Deal Structures
Wednesday, August 11, 2021
(Re-broadcast of June 9, 2021 webinar)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Succession Planning and Alternative Deal Structures
Thursday, July 29, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Topic Trends in 2021-CPA M&A/How the Pandemic Changed the Marketplace
Tuesday, July 27, 2021
Location: Las Vegas AICPA Engage Conference
Sponsor: AICPA
Speaker: Joel Sinkin
Using the AAV Method in Your Owner Agreement
Thursday, July 22, 2021
Location: Webinar
Sponsor: CPAsNet
Speaker: Terry Putney
What Will Happen to M & A of CPA Firms Post-COVID?
Thursday, July 15, 2021
Location: Webinar
Sponsor: CPA Leadership
Speakers: Joel Sinkin/Terry Putney
Acquiring Non-accounting Consulting Firms and Specialty Accounting Practices
Wednesday, July 14, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Admitting New Partners and Overcoming Obstacles to Internal Succession
Wednesday, June 30, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Valuing Your Accounting Firm in 2021
Thursday, June 17, 2021
(Re-broadcast of Wednesday,May 5, 2021)
Location: Webinar
Sponsor: CPA Academy
Speakers: Joel Sinkin
Is a Merger Right for My Firm or Should I Stay Independent?
Wednesday, June 16, 2021
Location: Webinar
Sponsor: CPA Leadership
Speakers: Joel Sinkin/Terry Putney
Succession Planning and Alternative Deal Structures
Wednesday, June 9, 2021
Location: Webinar
Sponsor: CPA Academy
Speakers: Joel Sinkin
Planning the Sale or Merger of Your Firm to Maximize Value
Thursday, June 3, 2021
Location: Webinar
Sponsor: CPA Leadership
Speakers: Joel Sinkin/Terry Putney
What Will Happen to the Value of CPA Firms in 2021
Wednesday, May 26, 2021
Location: Webinar
Sponsor: CPAmerica
Speaker: Joel Sinkin/Terry Putney
Valuing Your Accounting Firm in 2021
Wednesday, May 26, 2021
(Re-broadcast of Wednesday,May 5, 2021)
Location: Webinar
Sponsor: CPA Academy
Speakers: Joel Sinkin
What Will Happen to M & A of CPA Firms Post-COVID?
Tuesday, May 25, 2021
Location: Webinar
Sponsor: CPA Leadership
Speakers: Joel Sinkin/Terry Putney
Trends in M & A of CPA Firms Including the Post-COVID Impact
Monday, May 17, 2021
Location: Allinial Global Executive Team Conference, Charleston, SC
Sponsor: Allinial Global
Speaker: Joel Sinkin/Terry Putney
Post COVID Trends in M & A
M & A Roundtable : Your Questions Answered
Tuesday, May 18, 2021
Location: Allinial Global Executive Team Conference, Charleston, SC
Sponsor: Allinial Global
Speaker: Joel Sinkin/Terry Putney
Valuing Your Accounting Firm in 2021
Wednesday, May 5, 2021
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Trends in M&A of CPA Firms Including the Impact of the Coronavirus
Thursday, January 21, 2021(Re-broadcast of Tuesday, July 21, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
2021 Trends in the Marketplace for CPA Firm Mergers and Acquisitions
Wednesday, January 13, 2021
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning for CPA Firms
Wednesday, January 13, 2021(Re-broadcast of Tuesday, July 28, 2020)
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
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
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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
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Preparing Your Firm to Grow through M&A
Thursday, September 29, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning: Alternative Deal Structures
Wednesday, September 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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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
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How to Structure Your Partnership Agreement
Thursday, August 11, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Growing Your Firm Through New Practice Niches
Thursday, August 4, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
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The Art of Your Deal
Thursday, July 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Preparing Your Firm to Grow through M&A
Thursday, June 23, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Buying Out Retiring Partners
Thursday, June 9, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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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
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Valuing Multi-Partner Accounting Firms
Thursday, May 19, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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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
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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
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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
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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
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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
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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
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Internal Succession Readiness Assessments
Wednesday, June 25, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning for Florida Accounting Firms
Wednesday, June 24, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Marcia Miller
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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
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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
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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
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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