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Free cpe webinars
Seismic Changes in Buying and Selling Accounting Practices

SEISMIC CHANGES IN BUYING AND SELLING ACCOUNTING PRACTICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 23, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

The landscape for buying and selling accounting firms has undergone dramatic transformations in recent years. Join this webinar to gain insights into these changes and discover strategies for successfully navigating the evolving market, whether you aim to acquire or sell an accounting practice.

Learning Objectives:


  • Identify the key factors driving shifts in accounting practice valuations

  • Determine the methods for assessing the value of an accounting practice

  • Recognize the essential steps for conducting due diligence in practice transactions

  • List the common financing options available for acquiring an accounting firm

  • Summarize the growing marketplace of private equity (PE) buyers 

  • Evaluate if your firm qualifies for a potential PE investment

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Ncilogopoweringyourfuture

Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm in the accounting profession. He spent 14 years as marketing director of his father’s firm, Garden Accounting Service, and, in 1987, established NCI. For several years, Bruce also owned and operated his own accounting firm, which he successfully sold in 1987.  A dedicated practitioner of the Korean martial art, Tang Soo Do, Bruce has earned the rank of 5th-degree black belt, giving him the respected title of Master Clark. He and his wife, Kathy (Kate), have been married for 41 years and have two sons.

Since establishing NCI, Bruce and his team have conducted over 350 seminars nationwide and trained over 4,000 accountants on how to develop a successful practice and live a balanced lifestyle. As a complement to NCI’s focus on training and development, Bruce and his team have listed and sold hundreds of accounting firms nationwide, many of whom were NCI clients who built their firms using NCI’s sales and marketing techniques.

Bruce is the author of two books. The first, NCI Effect: Explosive Client Growth Plan for Accountants and CPAs, is the culmination of practice growth results for thousands of accountants worldwide. It examines in detail ways to grow an accounting practice and shows accountants the benefits of thinking outside the box. The book highlights the secrets developed to facilitate successful practice growth and features a guide for both business and personal development. Complete our contact form to receive your free copy!

Bruce’s second book, Beyond the NCI Effect: Sales Strategies That Matter to Grow an Accounting Practice, is a follow-up to the NCI Effect. This second book is based on New Client News newsletters; it provides deeper information from a host of NCI-trained experts trained in the fields of marketing accounting services. It also features practical experience and success tips from many of NCI most successful clients.

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.