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M&A Readiness: Uncovering Dollars Hidden in Plain Sight

M&A READINESS: UNCOVERING DOLLARS HIDDEN IN PLAIN SIGHT

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

While many opportunities exist for CPA firms, the challenges faced today are significant. As these challenges become more pressing, larger firms are eager to solve them via acquisition. If you woke up tomorrow and decided it was time to sell, would you be prepared to capitalize on the asset you've created? 

This session will detail the current M&A landscape and provide insight into the value drivers and drainers in transactions so you can maximize the former and minimize the latter, ultimately forging a competitive edge.

This course is for:


  • Partners and owners who are contemplating a sale in the next five years

  • Partners and owners who may wake up someday and want to sell the firm they never thought they'd sell

  • Partners and owners who will never sell but would like to make more, work less, and be more valuable


Learning Objectives:


  • Determine what drives transaction value: The 1X revenue fallacy

  • Give examples of how a paradoxical view can maximize current income and asset value

  • Recognize how the right mindset can drive exponential transaction value

  • Identify how to uncover the assets hidden on your balance sheet regardless of whether your sell

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Brian Amann

CPAedge
Founder and Owner
[email protected]
(303) 921-5310

Cpaedgelogo

Brian Amann is a mentor, coach, and entrepreneurial advocate. He is a CPA, CGMA, and Certified Exit Planning Advisor (CEPA). As the Founder of CPA Edge, he helps results-oriented CPAs and Firm leaders challenge industry norms, drive true vision and strategy, so they can differentiate, enhance client and employee loyalty, and, ultimately, profit more while working less. As the leader of his former Tax firm, Brian drove sixfold revenue growth over four years when single-digit growth rates were the norm. It's a feat that landed the firm on the Inc. 5000 as one of the fastest-growing companies in the country, and Brian on Accounting Today's Managing Partner Elite as a top firm leader in the business.

About Our Presenter

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CPA Edge provides content, education, and consulting to CPAs and their firms to create solid, sustainable advantages – An Edge!”