Featuring Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines.More here: https://cpatrendlines.com/?p=97102Take-aways:
Five Steps for Maximizing Your Sale Price.
The ten signs your firm is headed for the exits.
The ten factors for getting the best price when you sell.
Calculate your firm's valuation strategy by considering:
– Your strongest niches.
– The metrics for the current and potential profits.
– Recurring compliance fees.
– High-margin consulting billings.
– New and valuable synergies with a new firm.
– Inherent potential in your staffing.
– Demographics of clients, partners and referral sources.
– Untapped potential in loyal contacts.
–  Reputation and brand recognition.
–  Flexibility in timing, titles and responsibilities.


CPA Trendlines PRO Members can download the slide deck, including the bonus "12-Point Checklist for Seller Readiness," and read the transcript here: https://cpatrendlines.com/?p=97102(Login required.)Not yet a PRO Member? Go PRO with one of today's best offers here: GoProCPA.com.