Succession Planning for Accounting Firms

When:  Aug 24, 2021 from 10:00 AM to 12:00 PM (ET)

TOPIC:  Succession Planning for Accounting Firms 
DATE:  Tuesday, August 24, 2021
TIME:  10:00AM – 12:00 PM

COURSE OVERVIEW:  Succession planning in 2021. Succession is considered one of the top issues facing the accounting profession as the 70-plus million Baby Boomers reach retirement age and exit the workforce. Yet shockingly more than 50 percent of CPA firms with less than 15 employees have no formal succession plan in place. Whether you are looking outside your firm for succession or have a strong enough “bench” to assume the leadership reins going forward, this session will address.

SPEAKER:  Bill Carlino of Transition Advisors LLC


Determining whether your succession plan lies internally or externally.

Strategies in selecting an external successor.

The four critical C’s of a successful merger.

Common roadblocks to avoid in M&A

How the COVID-19 pandemic impacted the accounting profession?

What are the variables that impact the valuation of a firm in 2021?

How do you value a firm when selling internally to a partner?

How do M&A deals commonly get structured?

How do your firm metrics impact firm valuation?

How do the hard assets, accounts receivable, WIP and the tax treatment of the payments impact value?


Who Should Attend: Accountants who are thinking about retirement. 

Pricing:  $20 member / $30  non-members


**2 CPE Specialized Knowledge**


**Registration for this class closes on Monday, August 23, 2021at 5PM.**


Following the close of registration, all those who registered will receive their webinar meeting(s) information. 


Program Pre-requisite: None
Program Level: Basic
Advanced Preparation: None
Type of Delivery: Group Internet Based
This program is sponsored by the WESTCHESTER/ROCKLAND CHAPTER NATIONAL CONFERENCE OF CPA PRACTITIONERS INC.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
New York State License Number: 000124
New Jersey License Number: 20CE00237100

For a complete copy of NCCPAP education program policies including refund policy and complaint resolution policy, contact Alexandra Visone at 516-333-8282 or e-mail


Group Internet Based