• 2 GALLEINE DRIVE, COMMACK, NEW YORK 11725
  • 866-279-8550

Transition Advisors is happy to offer several recorded versions of our CPE webinars. A recording of our most recent webinar can be viewed here, and you'll find links to all previously recorded webinars at the bottom of this page.

The first three webinars below are self study courses developed by CPA Academy, which do qualify for CPE credit. Register with code "transition" to take these for free. Please note that CPE credit is not available for watching any of the recorded webinars on our site.

Valuing Accounting Firms

Partnership/Shareholder Agreements 101

Succession Planning: Alternative Deal Structure

Keys to Your Partnership Agreement and Partner Comp Plans

Mergers of Accounting Firms: Avoiding the Roadblocks & Understanding the Market

Succession Planning & Valuing Accounting Firms in 2013

November 9, 2017 - Keys to Due Diligence and Client Retention 

October 25, 2017 - Case Studies on Internal Succession 

September 27, 2017 - Succession Planning and Valuing Your Firm

August 17, 2017 - Growing Your Firm through M&A 

July 27, 2017 - Succession Planning and Alternative Deal Structures 

June 8, 2017 - Partnership/Shareholder Agreements 101 *note: see self-study option at the top of this page

May 18, 2017 - Valuing Accounting Firms *note: see self-study option at the top of this page

January 12, 2017 - Back to the Future: A look back at what happened in 2016 and what we can expect for the New Year

December 15, 2016 - The Urge to Merge: How, Why, When and With Whom

November 10, 2016 - 2016 Roadmap to Succession Planning for Firms in the Southeastern U.S.

November 10, 2016 - Preparing Your Firm for an Upstream Merger

October 27, 2016 - Succession Planning and Valuing Your Firm

October 20, 2016 - Admitting New Partners

September 29, 2016 - Preparing Your Firm to Grow through M&A

September 7, 2016 - Succession Planning: Alternative Deal Structures *note: see self study option at the top of this page

August 18, 2016 - Preparing Your Firm for an Upstream Merger

August 11, 2016 - How to Structure Your Partnership Agreement

August 4, 2016 - Growing Your Firm Through New Practice Niches

July 7, 2016 - The Art of Your Deal

June 23, 2016 - Preparing Your Firm to Grow through M&A

June 9, 2016 - Buying Out Retiring Partners

May 19, 2016 - Valuing Small Accounting Firms

May 19, 2016 - Valuing Multi-Partner Accounting Firms

January 14, 2016 - How Tax Season Impacts M&A

November 19, 2015 - Keys to Your Partnership Agreement

October 21, 2015 - Seven Step Roadmap for Your Merger, Acquisition or Sale

September 15, 2015 - Mergers:How, Why, When and With Whom

August 12, 2015 - Growing Your Firm Through New Practice Niches

July 21, 2015 - Valuing Accounting Firms for External and Internal Sales

June 25, 2015 - Internal Succession Readiness Assessments

June 24, 2015 - Succession Planning for Florida Accounting Firms

June 10, 2015 - Keys to Your Partnership Agreement with Items Unique to the Midwest and Southwest

June 10, 2015 - Accounting Firm Value and Factors Impacting Firms in the Mid-Atlantic Region

May 20, 2015 - Succession Planning Using Sales and Mergers

January 15, 2015 - Keys to Transitioning Retaining Clients and Staff through a Merger or Acquisition

December 11, 2014 - Mergers: How, Why, When and With Whom

November 13, 2014 - Roadblocks to Avoid in M&A of Accounting Firms

October 23, 2014 - Admitting Partners and Valuing Equity for Internal Transfers of Ownership

September 25, 2014 - Seven Steps to Make Your Meger or Acquisition Occur

August 12, 2014 - Keys to Your Partnership Agreement

July 31, 2014 - 2014 Accounting Update: What's In, What's Out? A Marketplace Update

June 24, 2014 - How to Value Your Accounting Practice

May 15, 2014 - Innovative Approaches to M&A Deal Structure for Firms Seeking to Acquire for Growth

May 13, 2014 - Innovative Approaches to M&A Deal Structure for Firms Seeking to Merge Up or Sell

April 29, 2014 - When Do You Start to Plan Your Succession?

January 9, 2014 - Tax Season Implications for M&A of Accounting Firms

December 3, 2013 - Understanding What Your Partnership Agreement Should Include

November 13, 2013 - Mergers of Accounting Firms: Avoiding the Roadblocks & Understanding the Market

October 23, 2013 - Internal Succession: The Five Steps to Making It Work in Your Firm

September 24, 2013 - Growing Your Firm through New Practice Niches

August 15, 2013 - How to Value Your Firm When Selling Externally or to Your Partners

July 17, 2013 - Buying Out Retiring Partners: Making Sure Your Agreement Will Work