2019 CPE Classes
Should You Sell, Merge, or Do Nothing?
Thursday, August 15, 2019, 2:00-3:00 p.m. (eastern)
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Trends in The Marketplace for CPA Firm Mergers & Acquisitions
Tuesday, August 6, 2019, 1:00-1:50 p.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Succession Planning and Alternative Deal Structures
Thursday, August 1, 2019, 1:00-1:50 p.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
The Five Variables in Valuing a CPA Firm in 2019
Tuesday, July 16, 2019, 1:00-1:50 p.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
Mergers: Who to Merge With, Why, When, and What is Success
Wednesday, June 26, 2019, 1:00-2:40 p.m. (eastern)
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, 1:00-2:40 p.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin
CPA Mergers and Acquisitions in 2019
Wednesday, June 19, 2019, 2:00-2:50 p.m. (eastern)
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
Watch this webinar now
2014 CPE Classes
Mergers: How, Why, When and With Whom
Thursday, December 11, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
Watch this webinar now
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
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The Seven Steps of Accounting Firm M&A: A Roadmap to Follow
Wednesday, August 14, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
The Art of the Deal: How to Go About Making a Merger or Acquisition Happen
Tuesday, July 23, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Making Internal Communication A Cultural Must-Have
Friday, July 19, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Members of the CPA Consultants Alliance
Buying Out Retiring Partners: Making Sure Your Agreement Will Work
Wednesday, July 17, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Watch this webinar now
A View from 30,000 Feet, Current Trends in the Accounting Profession/Firm of the Future
Tuesday, June 18, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino
A View from 30,000 Feet & Firm of the Future
Wednesday, June 12, 2013
Location: Atlantic City
Sponsor: New Jersey Society
Speaker: Bill Carlino
Merger & Acquisition - The Art of the Deal
Tuesday, June 11, 2013
Location: Las Vegas Bellagio
Sponsor: AICPA
Speaker: Joel Sinkin
Understanding What Your Partnership Agreement Should Include
Wednesday, June 5, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Succession Planning and Valuing Accounting Firms in 2013
Friday, May 31, 2013
Location: Woodbury, NY
Sponsor: NYSSCPA Small MAP Committee
Speaker: Joel Sinkin
How to Value Your Firm When Selling Externally or to Your Partners
Wednesday, May 29, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Keys to Your Partnership Agreement
Friday, May 17, 2013
Location: Baltimore, MD
Sponsor: MACPA Innovation Summit
Speaker: Joel Sinkin
Assessing Culture in a Merger or Acquisition: The Key to the Success of Your Deal
Tuesday, May 14, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Succession and Valuing Accounting
Monday, May 13, 2013
Location: Victors Maywood Inn, Maywood, NJ
Sponsor: NCCPAP
Speaker: Joel Sinkin
The Seven Steps of Accounting Firm M&A: A Road Map to Follow
Thursday, May 9, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin
Succession Planning and Valuing Your Accounting Firm/Internal Succession Readiness and Partnership Agreements
Friday, May 3, 2013
Location: Naples Ritz Carlton
Sponsor: AICPA Small Practitioners Group
Speaker: Joel Sinkin
The Seven Steps for Succession Planning for Your Accounting Firm
Tuesday, April 30, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Tax Season Implications for M&A of Accounting Firms
Tuesday, January 15, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
2012 CPE Classes
Keys to Your Parnterhip Agreement
Tuesday, December 18, 2012
Time: 2:00 p.m. – 3:00 p.m. Eastern
Sponsor: Transition Advisors
Location: Webinar
Speaker: Joel Sinkin
What is the Future of Your Firm? Why Merger Mania is Exploding!
Tuesday, December 4 & 5, 2012
Time: 8:00 – 11:35 a.m.
Sponsor: Michigan Association of CPAs
Location: Hilton Grand Rapids Airport, Grand Rapids, MI
Speaker: Joel Sinkin & Bill Carlino
M & A: A Deep Dive into One of the Hottest Trends in the Profession
Thursday, November 15, 2012
Time: 3:10 p.m. – 4:30 p.m. Eastern
Event: Long Island Tax Professionals Symposium
Speaker: Bill Carlino
Mergers of Accounting Firms: Avoiding The Roadblocks & Understanding The Market
Friday, November 16, 2012
Time: 10:50 a.m. - 12:30 p.m. Eastern
Event: The PRIME Symposium, Indianapolis
Speaker: Joel Sinkin
The 15 Cs of Buying or Selling a Practice
Wednesday, November 14, 2012
Time: 2:00 - 3:00 pm Eastern
Location: Webinar
Sponsor: Transition Advisors
Speaker: Chris Frederiksen
Using Mergers & Acquisitions to Build a Technology-Based Client Accounting Services Practice
October 30, 2012
Time: 7:00 a.m. Eastern
Event: AICPA Digital CPA 2012 CPABiz Cloud User Conference
Location:Gaylord Hotel, Washington D.C.
Speaker: Terry Putney
How to Value Your Accounting Practice
Monday, October 29, 2012
Time: 12:00 - 12:50 pm Eastern
Event: Accounting Today's Growth & Profitability Summit 2012
Location: Boca Raton, FL
Speaker: Joel Sinkin
Growing Your Business through New Practice Niches
Wednesday, October 25, 2012
Time: 2:00 -3:00 pm EST
Speaker: Bill Carlino
Keys to Include in Your Partnership Agreement
Wednesday, October 24, 2012
Time: 12:00 - 1:40 pm EST
Event: Ran One Thriving Firm Conference
Location: Hyatt Regency Sarasota, Sarasota, FL
Speaker: Joel Sinkin
Succession and Valuing Your Accounting Firm
Friday, October 19, Location: Anderson University Flagship Enterprise Center, Anderson, IN
Event: Indiana CPA Small Firm Conference.
Speaker: Joel Sinkin
This is Not Your Father's Accounting Firm: Trends & Strategies That Will Shape the CPA Firm of the 21st Century
Friday, October 19, 2012
Time: 12:00 - 1:40 pm EST
Location: Anderson University Flagship Enterprise Center, Anderson, IN
Event: Indiana CPA Small Firm Conference.
Speaker: Bill Carlino
Keys to Your Partnership Agreement and Understanding Practice Continuation Agreements
Thursday, October 11, 2012
Time: 7:30 - 9:15 p.m. Eastern
Location: Long Island University, C. W. Post Campus, Lorber Hall, Rm. 100
Sponsor: The Tax & Accounting Institute
Speaker: Joel Sinkin
Keys to Succession Planning Using Sales and Mergers
Tuesday, October 9, 2012
Time: 1:00 - 2:00 p.m. Eastern
Sponsor: 2020 Canada
Speaker: Joel Sinkin
Buying Out Retiring Partners: Making Sure Your Agreement Will Work
Tuesday, September 25, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terrence Putney
Succession Planning Using Sales and Mergers
Wednesday, September 19, 2012
Time: 2:00 - 3:40 pm Eastern
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
How to Value Your Practice When Selling to a Stranger or Your Partner
Tuesday, September 11, 2012
Time: 1:00 - 2:00 p.m. Eastern
Location: Webinar
Sponsor: 2020 Canada
Speaker: Joel Sinkin
Practice Continuation Agreements
Tuesday, August 21, 2012
Time: 2:00 - 3:00 pm Eastern
Location: Webinar
Sponsor: Transition Advisors
Speaker: Joel Sinkin
Growing Your Business Through New Practice Niches
Wednesday, July 25, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino
Understanding What Your Partnership Agreement Should Include
Tuesday, July 24, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The Firm of the Future: This is Not Your Father’s Accounting Firm
Tuesday, July 10, 2012
Time: 8:00 – 10:00 AM EST
Location: The ING Offices, 230 Park Avenue, 13th Floor, New York, New York
Sponsor: Signature Bank
Speaker: Bill Carlino
Internal Succession: The Four Steps to Making It Happen in Your Firm
Thursday, June 21, 2012
Time: 2:00 - 2:50 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Managing Growth and Succession Planning in 2012
Thursday, June 21, 2012
Time: 7:30 am - 12:00 pm EST
Location: Bank of America, One Bryant Park, 51st Floor, New York, New York 10036
Sponsors: Bank of America and NCCPAP
Hosts: John Dnyprowsky and Justin Schafer
Speakers: Joel Sinkin and Bill Carlino
Cost: $99 FREE
CPA Firm Internal Succession - Readiness and Roadblocks to Avoid
Tuesday, June 19, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning and Valuing Accounting Firms
Friday, June 1, 2012
Time: 3:00 - 5:00 pm EST
Location: Long Island Real Estate and Business Renaissance, Hilton Long Island, 598 Broad Hollow Road, Melville, NY 11747
Speaker: John Dnyprowsky
How To Be Successful With Social Media
Wednesday, May 30, 2012
Time: 11:00 - 12:00 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Damien Masthead
Yes! You Do Need Marketing
Wednesday, May 23, 2012
Time: 11:00 - 12:00 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Damien Greathead
The Trends and Strategies Shaping The CPA Firm of the 21st Century
Wednesday, May 23, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino
The Trends and Strategies Shaping The CPA Firm of the 21st Century
Tuesday, May 22, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino
How To Create Your Strategic Plan
Wednesday, May 16, 2012
Time: 11:00 - 12:00 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Damien Greathead
Succession Planning For Your Accounting Firm
Tuesday, May 15, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
IT Budgeting for Small Businesses and CPA Firms
Thursday, May 10, 2012
Time: 12:00 - 1:30 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Donny Shimanto
Succession Planning and Valuing Your Firm
Friday, April 20, 2012
Time: 1:00 pm - 3:00 pm EST
Location: Webinar
Sponsor: CCH
Speaker: Joel Sinkin
Keys for your Partnership Agreement
Tuesday, January 24, 2012
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning and Valuing Accounting Firms
Wednesday, January 18, 2012
Location: The Rusty Pelican Restaurant, 2425 North Rocky Point Dr, Tampa, FL 33607
Time: 7:30 am - 10:00 am
Sponsor: Regions Bank
Speaker: C. Scott Stephens
Tax Season Marketing: Strategies for Client Acquisition, Retention and Year Round Fee Generation
Thursday, January 12, 2012
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth
Tax Season Marketing: Strategies for Client Acquisition, Retention and Year Round Fee Generation
Tuesday, January 10, 2012
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth
2011 CPE Classes
External Succession Planning for The 1-5 Partner Firm
Thursday, December 15, 2011
Location: Sea Cliff Yacht Club, 42 The Boulevard, Sea Cliff, New York 11579
Time: 8:00 am - 12:00 pm
Sponsor: Partners In Resources
Speaker: Joel Sinkin
Acquisition Readiness
Wednesday, December 14, 2011
Time: 2:00pm to 3:00pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth
Internal Succession
Tuesday, December 13, 2011
Time: 2:00pm to 3:00pm EST
Location: Webinar
Transition Advisors
Speaker: Terrence E. Putney
Mergers of Accounting Firms: the why, how and with who to affiliate
Tuesday, December 13, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The 2-Stage Deal: The Perfect Solution for Those Considering Strategies for Internal or External Succession
Friday, December 9, 2011
Location: Chicago
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Getting The Most Out of Your Firm Merger
Thursday, December 8, 2011
Location: Webinar
Sponsor: CCH
Speaker: Joel Sinkin
Determining If You Can Execute an Internal Succession Plan
Tuesday, November 22, 2011 (1:00 PM - 2:00 PM)
Location: Webinar
Sponsor: 2020 Canada
Speaker: Joel Sinkin
Sucession Planning for CPA's
Thursday, November 10, 2011
Location: San Diego, CA
Sponsor: AICPA
Speaker: Joel Sinkin
Understanding What Your Partnership Agreement Should Include
Monday, November 7, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Practice Continuation Agreements (PCA): What and Why?
Wednesday, October 26, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Determining if You can Execute an Internal Succession Plan
Tuesday, October 25, 2011
Location: Las Vegas
Sponsor: Source Media/Accounting Today
Speaker: Joel Sinkin
The Two-Stage Deal: The Perfect Succession Strategy
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Where Are the New Clients (and how do I make them mine)?
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Transitioning Clients and Staff Through a Merger or Acquisition
Thursday, October 18, 2011
Location: Webinar
Sponsor: 2020 Group
Speaker: Joel Sinkin
Succession Planning for the 5 Partner Firm and Larger
Thursday, October 13, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers & Acquisitions: Is bigger better?
Wednesday, September 28, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
The Urge to Merger for the Small to Larger Multi-partner Accounting Firm
Thursday, September 22, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The Urge to Merge for the Multi Partner Accounting Firms
Thursday, September 22, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning for the 1 & 2 Partner Firm
Thursday, August 25, 2011
Location: Marriott at Eaglecrest, Ypsilanti Michigan
Sponsor: Michigan Association of CPAs Small Firm Practitioner's Conference
Speaker: Lon Goforth
Wednesday, August 24, 2011
Location: Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, Rosemont, IL
Sponsor: Illinois CPA Society
2-Stage Deal: A Very Effective Succession Strategy
Tuesday, August 23, 2011
Location: Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, Rosemont, IL
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Practice Value & Evaluation: What is My Practice Worth?
External Succession Planning for the 1 to 4 Parter Firm
Thursday, August 18, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Due Diligence and Documentation issues for Accounting Firms considering a Purchase, Merger or Sale
Thursday, August 11, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Buying/Succession Planning and Valuing Accounting Firms
Thursday, August 11, 2011 (7:30 pm - 9:15 pm)
Location: Long Island University, C.W. Post Campus, Brookville, New York
Sponsor: The Tax & Accounting Institute of Long Island University
Speaker: Joel Sinkin
Succession Planning for Accounting Firms: When, How and With Whom
Wednesday, July 20, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Understanding What Your Partnership Agreement Should Include
Wednesday, July 20, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers & Acquisitions of Accounting Practices: The Benefits and Challenges
Thursday, June 30, 2011
Location: Novi Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Practice Enhancement Strategies for better Value and Client Acquisition
Wednesday, June 22, 2011 (11:30 am 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Best Practices Bootcamp
Tuesday, June 21, 2011
Location: East Lansing Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
Merging Accounting Firms in Today's Economic Environment
Tuesday, June 21, 2011 (4:30 pm - 5:20 pm & 5:30 pm - 7:20 pm)
Location: Westin Hotel, 400 Corporate Drive, Fort Lauderdale, FL 33334
Sponsor: Broward City Florida FICPA Chapter
Speaker: Joel Sinkin
Valuing Your Accounting Firm in 2011’s Economy
Monday, June 13, 2011
Location: Practitioners Symposium & Tech Conference, Aria Resort & Casino, Las Vegas, Nevada
Sponsor: AICPA
Speaker: Joel Sinkin
Mergers & Acquisitions of Accounting Practices
Thursday, June 9, 2011
Location: Webinar
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
The Urge to Merge for the Multi Partner Accounting Firms
Thursday, June 9, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The Urge to Merger for the Small to Larger Multi-partner Accounting Firm
Thursday, June 9, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Best Practices Bootcamp
Tuesday, June 7, 2011
Location: Grand Rapids Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
Why the Future is Now! Merger, Acquisition, Transition & Succession In Our Industry
Wednesday, June 1, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Mergers & Acquisitions of Accounting Practices
Wednesday, May 25, 2011
Location: Webinar
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Succession Planning for the 5 Partner Firm and Larger
Wednesday, May 25, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Best Practices Bootcamp
Tuesday, May 24, 2011
Location: Novi Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
M & A Update
Thursday, May 19, 2011 (8:00 am - 10:00 am)
Location: On Parade Diner, 7980 Jericho Tpke, Woodbury, NY
Sponsor: NYSSCPA
Speaker: Joel Sinkin
Buying/Merging CPA Firms
Tuesday, May 17, 2011
Location: Chicago
Sponsor: ICPAS
Speaker: Joel Sinkin
An Update on M & A of Accounting Firms
Monday, May 16, 2011
Location: Chicago
Sponsor: AICPA
Speaker: Joel Sinkin
Top of Mind – Client Retention Strategies
Thursday, May 12, 2011
Location: Lansing Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
M & A Update
Friday, May 6, 2011 (8:30 am – 10:00 am)
Location: AICPA, 1211 Avenue of the Americas, New York, NY
Sponsor: AICPA
Speaker: Joel Sinkin
External Succession Planning for the 1 to 4 Parter Firm
Wednesday, April 27, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Leading Change
Tuesday, January 18, 2011
Location: Webinar
Sponsor: CPAmerica International
Speaker: Terrence Putney, CPA
2010 CPE Classes
Understanding What Your Partnership Agreement Should Include
Thursday, December 16, 2010
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Practice Continuation Agreements (PCA): What any Why?
Tuesday, December 14, 2010
Location: Webinar
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Why The Future is Now! Merger, Acquisition, Transition & Succession in our Industry
Tuesday, December 7, 2010
Location: Webinar
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Succession Planning and Valuing Your Accounting Firm
Wednesday, December 1, 2010 (5:00 - 7:00 pm)
Location: New York City
Sponsor: NYSSCPA
Speaker: Joel Sinkin
M & A Workshop for Accounting Firms 4 Partners and Less
Tuesday, November 30, 2010 (1:00 pm - 5:00 pm)
Location: 550 W. Jackson, Suite 900, Chicago, Illinois
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin
M & A Workshop for Accounting Firms 3 Partners and Less
Tuesday, November 30, 2010 (8:00 am - noon)
Location: 550 W. Jackson, Suite 900, Chicago, Illinois
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin
Marketing Your Practice to Achieve Revenue
Tuesday, November 30, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Producing and Enhancing Practice Value
Monday, November 29, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Gofort
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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