Print Page   |   Your Cart   |   Sign In   |   Join
Due Diligence & Documentation When Merging CPA Firms LGDDDWM1
View Registrations Tell a Friend About This EventTell a Friend

The goal of any two firms combining is to achieve the highest level of success for all, yet much is left to happenstance. This CPE webinar will introduce and focus on key areas of due diligence that are often overlooked or not given proper attention when two firms are considering a merger or affiliation.

When: 12:00 PM to 1:00 PM
Where: Webinar/Webcast
United States
Presenter: Lon M. Goforth
Contact: April Deneault
« Go to Upcoming Event List  

Practice Management

Field of Study

Business Management & Organization

Credit:  1

Level:  Intermediate

Designed for:

Owners or partners of tax and accounting firms considering a sale, transition, acquisition or merger.


The goal of this session is to give the attendee every opportunity to perform effective and encompassing due diligence thereby giving any acquisition or merger the best possible success potential.


The success of most any acquisition or merger between CPA firms begins, and unfortunately often ends, with the performance of due diligence. The successful and effective performance of due diligence between two CPA firms begins internal to each firm and it has very little to do with the numbers. Effective due diligence is a multi-faceted and comprehensive examination of culture, personality, risk, integration, staff and staffing, tangible and intangibles as well as the “numbers”. We will speak to the following questions and components of effective due diligence:


  • What are the seven (7) Major Focus Areas of Due Diligence?
  • What is considered the "best practice" process with regard to analyzing the opportunities or lack thereof regarding intangible or non-financial information?
  • What should be the key focus of due diligence to maximize efficiency and reduce resource utilization?
  • What due diligence and planning should be performed internally before the external due diligence?
  • What due diligence is rarely performed but is key to maximum value recognition and realization?
  • What are the key review metrics that should transition from the process of due diligence into the documentation phase with the result creating the structure of the deal and delivering a more seamless and efficient transaction, if and after the deal is consummated?




Price:  $49.00

Link to register:

Event Code:  8530


Acquire Acquiring Acquisition Affiliation Book Of Business Buy Buyer Buying Client Due Diligence Merge Merger Merging Pca Practice Continuation Sale Sell Seller Selling Succession Successor Transition Value Valuation Valuing

Membership Management Software Powered by YourMembership  ::  Legal