LIVE WEBINAR
Lessons from Selling Over $250 Million Worth of Accounting Firms (CPE Eligible)
Is the way you’re growing your firm today making it harder to sell tomorrow?
Buyer interest in accounting firms is high, but if yours doesn’t stand out in the market, potential buyers will look elsewhere.
A successful sale requires building the specific qualities buyers are willing to compete for, long before you decide to exit.
Join accounting growth experts Nick Sinclair of TOA Global and Brannon Poe of Poe Group Advisors as they discuss strategies from over $250 million in completed sales that have helped drive firm marketability and valuation.
Plus, earn one CPE credit if you attend live and meet the certification requirements.
Key Takeaways
The qualities of a highly marketable firm
Types of multiples and terms you’re seeing in the market
How to make your business more attractive
The difference between typical sellers and younger buyers
Your day-to-day as a firm owner
Nick Sinclair
TOA Global and Ab2 Institute of Accounting
With 20+ years of experience, Nick has built an impressive career as an entrepreneur, coach, and former owner of an accounting and financial planning firm.
He founded TOA Global, Ab² Institute of Accounting, and Sinclair Media, collectively empowering more than 1,100 firms worldwide.
Fueled by a passion for helping accounting leaders gain time and financial freedom, Nick is dedicated to guiding them in building firms they’re proud to lead.
Brannon Poe
Founder, Poe Group Advisors and Accounting Practice Academy
Brannon has facilitated the sale and purchase of hundreds of accounting firms across the United States and Canada since 2003.
He hosts the Accountant’s Flight Plan podcast, expanding on the practical strategies in his book of the same title. Other books he wrote include On Your Own! How to Start Your Own CPA Firm and The Unplugged Vacation: How Accounting Firm Owners Can Take a Proper Holiday Without Checking Emails.
Brannon is also passionate about entrepreneurship, serving as the former president of EO Charleston.
Real-time answers to your firm sale questions
NASBA CPE Credit Terms and Conditions
1. Learning Objectives
- Understand the key qualities that make an accounting firm highly marketable.
- Learn about the different types of multiples and market terms currently in use.
- Discover strategies to make your business more attractive to potential buyers or investors.
- The difference between typical sellers and younger buyers in the market.
- Gain insights into managing your day-to-day responsibilities as a firm owner.
2. Instructional Delivery Method
- Group Internet Based
3. Recommended CPE Credit and Field of Study
- Credits: 1.0 CPE
- Field of Study: Business Management & Organization
4. Prerequisites
- None
5. Program Level
- Basic
6. Advanced Preparation
- None
7. Program Description
This webinar will examine advanced strategies for upselling within accounting firms, alongside methods to enhance visibility into overall business performance. Attendees will gain valuable insights into leveraging these opportunities effectively, with an emphasis on how collaboration with TOA Global and Poe Group Advisors can drive sustainable growth and improve operational transparency.
8. Course Registration and Attendance Requirements
- Attendees must register online.
- In order to be awarded full credit, participants must attend the entire program and engage in the required activities (e.g., respond to all 3 polls during the session).
9. Refund Policy / Cancellation Policy
- This program is offered at no cost to attendees. As such, there are no fees and no refunds applicable. For questions or concerns, please contact our team at 1-888- 585-1740.
10. Complaint Resolution Policy
- Complaints must be submitted in writing and will be handled in accordance with AB2 Institute’s internal policy. Contact the same number above for assistance.
11. Official NASBA Sponsor Statement
Ab2 Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.
