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Tue, May 10


Webinar (4 CPD Hours)

Transitioning Accounting & Tax Practices: Succession Planning, Buying and Selling

In affiliation with GTA Accountants & Finance Network, proud to be partners. Thinking of buying or selling an accounting, bookkeeping or tax practice? Then this course is for you.

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Time & Location

May 10, 2022, 11:00 a.m.

Webinar (4 CPD Hours)

About the Event

This course discusses the main factors that contribute to a successful practice transition, guides potential vendors and purchasers through the process, and prepares participants for the issues they will face during a transition process. Topics addressed will be of interest for practitioners looking to sell or to acquire a practice.  Topics will include current trends in the profession: soft issues in practice transition; merger vs. direct sale; valuation: risk, earnouts, transition time; taxation: sale of shares vs sale of assets (client list); client retention: the fit between the current and incoming practitioner, client relationships, communication; ethics: technology, communication with clients.  Topics will include:

  1. The Why’s of buying a practice/book of business
  2. Why some practice/book acquisitions fail
  3. Preparing for a sale
  4. Options for starting the transition
  5. Indicators of a desirable practice
  6. Current trends
  7. Practice values
  8. Methods of transitioning
  9. Tax implications of various transition structures
  10. Stages of purchase/sale of a practice/book
  11. Ethical and other practice issues including technology, and relationships and communications with staff and clients
  12. When to involve a valuator/intermediary

Speaker: Melanie E. Russell, CPA, CA, CBV, CFE, CIM, CFF, ABV of Kalex Valuations Inc.


  • General

    Tax: +$29.25 HST
    Sale ended



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