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Free cpe webinars
Succession Planning: Keys to Selling Your Practice

SUCCESSION PLANNING: KEYS TO SELLING YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

In this webinar, we’ll look at specific ways to make your practice more attractive to potential buyers and increase your business’s worth. The topics we’ll cover include optimizing your client base, client relationships, and mix of services; avoiding common mistakes when selling your practice; and pinpointing the ideal time and circumstances to market your business.

Learning Objectives: 


  • Identify factors and characteristics that could make your practice more desirable to buyers

  • Identify common mistakes and deal structures that lead to undesirable outcomes after the sale

  • Determine when a business should be sold and how to transition from one owner to another effectively

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ncilogopoweringyourfuture

Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.

About Our Presenter

Ncilogopoweringyourfuture
New Clients, Inc. is the leader in client acquisition, practice management and practice sales for accountants since 1987. Founded by Bruce Clark, our sales and marketing principles have been taught to over 5,000 accountants. The NCI marketing system is responsible for generating more revenue than any other system in the marketing for accountants space by a wide margin.