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Calendar

2016

How Tax Season Impacts M&A

Joel Sinkin:  Transition Advisors, LLC

Thursday, January 14, 2016  

Succession Planning and M&A

Joel Sinkin:  International Federation of Accountants (New York, NY)

Tuesday, March 22, 2016  

Valuing Multi-Parnter Accounting Firms

Joel Sinkin:  Transition Advisors, LLC

Thursday, May 19, 2016  

Valuing Small Accounting Firms

Joel Sinkin:  Transition Advisors, LLC

Thursday, May 19, 2016  

Succession Planning

Joel Sinkin:  Paycor (CPA Web Summit)

Wednesday, May 25, 2016  

How to Go About Making a Merger or Acquisition Happen & Roadblocks to Avoid

Joel Sinkin:  AICPA (Practitioners Symposium and TECH+ Conference)

Monday, June 6, 2016  

Buying Out Retiring Partners

Terry Putney:  Transition Advisors, LLC

Thursday, June 9, 2016  

Preparing Your Firm to Grow through M&A

Terry Putney:  Transition Advisors, LLC

Thursday, June 23, 2016  

The Art of Your Deal

Joel Sinkin:  Transition Advisors, LLC

Thursday, July 7, 2016 2:00 PM – 3:00 PM (eastern)

How to Structure Your Parntership Agreement

Terry Putney:  Transition Advisors, LLC

Thursday, July 21, 2016 2:00 PM – 3:00 PM (eastern)

Growing Your Firm Through New Practice Niches

Bill Carlino:  Transition Advisors, LLC

Thursday, August 4, 2016 2:00 PM – 3:00 PM (eastern)

Preparing Your Firm for an Upstream Merger

Terry Putney:  Transition Advisors, LLC

Thursday, August 18, 2016 2:00 PM – 3:00 PM (eastern)

Succession Planning: Alternative Deal Structures

Joel Sinkin:  Transition Advisors, LLC

Wednesday, September 7, 2016 2:00 PM – 3:00 PM (eastern)

Preparing Your Firm to Grow through M&A

Terry Putney:  Transition Advisors, LLC

Thursday, September 29, 2016 2:00 PM – 3:00 PM (eastern)

Admitting New Partners

Terry Putney:  Transition Advisors, LLC

Thursday, October 6, 2016 2:00 PM – 3:00 PM (eastern)

Succession Planning for Accounting Firms

Marcia Miller:  Wolters Kluwer (CCH Connections User Conference)

Monday, October 24, 2016 10:20 AM- 12:00 PM & 2:20 PM – 3:00 PM (eastern)

Succession Planning and Valuing Your Firm

Joel Sinkin:  Transition Advisors, LLC

Thursday, October 27, 2016 2:00 PM – 3:40 PM (eastern)

Deferred Compensation/Ownership Agreements

Terry Putney:  AICPA New Firm CEO Meeting

Monday, October 31, 2016  

Succession Planning

Terry Putney & Joel Sinkin:  AICPA Large Firm Group

Tuesday, November 1, 2016  

Preparing Your Firm for an Upstream Merger

Terry Putney:  Transition Advisors, LLC

Thursday, November 10, 2016 2:00 PM – 3:00 PM (eastern)

2016 Roadmap to Succession Planning for Firms in the Southeastern U.S.

Marcia Miller:  Transition Advisors, LLC

Thursday, November 10, 2016 4:00 PM – 5:00 PM (eastern)

The Urge to Merge: How, Why, When and With Whom

Terry Putney:  Transition Advisors, LLC

Thursday, December 15, 2016 2:00 PM – 3:00 PM (eastern)