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Self-Study CPE
EFFECTIVE SALES FORECASTING
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CPA Firm Mergers and Acquisitions

CPA FIRM MERGERS AND ACQUISITIONS

There is no video for this course. The learning materials for this course are in the downloadable document.
CPE Processing Fee$90.00
Webinar TranscriptionN/A
Presentation Length Hour(s)3.0 hours
CPE Credits 3.0 hours
Subject Area 3.0 - Finance
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMarch 25, 2025
Date OfferedMarch 25, 2025
Expiration DateMarch 25, 2026
Course Description

One of the key events in the life of a CPA is selling one’s practice. This one-time event is fraught with issues that could severely impact one’s retirement. In the CPA Firm Mergers and Acquisitions course, we cover a multitude of issues related to selling one’s practice, including how a valuation is formulated, which points deserve in-depth negotiation, how to transition clients to the successor, how to plan for a succession event, and how to increase the value of one’s firm.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



Learning Objectives

  • Describe what is required for a successful merger transaction.

  • Recognize the circumstances under which a CPA firm may need to sell out, acquire, or merge with another firm.

  • Determine the metrics that could be of interest when evaluating a merger or acquisition candidate.

  • Identify the reasons for structuring an acquisition to look like a merger.

  • Describe the reasons for the various due diligence activities.

  • Recall the circumstances under which the financial viability of a buyer can be harmed.

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Additional Materials
Handout and Glossary
Review Questions
Review Questions
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Accountingtoolsinclogo

Steven Bragg, CPA, is the founder of AccountingTools, Inc. He is the author of more than 300 business books and courses, including the best sellers Cost Accounting Fundamentals, The CFO Guidebook, Closing the Books, Payroll Management, and The GAAP Guidebook. He has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte. He holds an MBA from Babson College, a Master of Finance degree from Bentley College, and a BA from the University of Maine. He also manages the Accounting Best Practices podcast.

Away from work, Steve has been a two-time president of the Colorado Mountain Club and has climbed five of the seven continental high points, the 100 highest peaks in Colorado, the 100 highest peaks in New England, and all 50 of the state high points of the United States. He has also solo mountain biked the 483-mile Colorado Trail - both ways. He is an expert alpine skier, trail running author of Run the Rockies, and a PADI-certified Master Diver. 

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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

Accountingtoolsinclogo
AccountingTools, Inc. is focused on providing information on all possible accounting topics to the practicing accountant. We have developed more than three hundred online training classes, 50 softcover books, and issued over 4,000 articles on accounting topics, as well as hundreds of podcast episodes. We also have a strong focus on minimizing our environmental impact.