Succession Planning for the Sole Practitioner
Presenter: Keith Underwood Duration: 1 hour Cost: £40
Description - Succession planning can be a minefield – we are going to consider and explore all alternatives available to the sole practitioner. Succession, exit or both? We shall tie these into certain themes such as retirement planning, the practices’ needs, planning certainty and strategy. Key considerations we also discuss are timing, current experience levels and succession planning success rates for practices across a range of sizes and which alternatives work best. This webinar will be important to any partner or senior manager considering succession or retirement within the next few months or years.
The Singapore Marketplace. Practice values in Asia, accountancy networks and opportunities in Asia for specialist services
Presenter: Tim Underwood Duration: 1 hour Cost: £40
Description - Asian CPA firms seeking to remain up to date on the accounting M&A scene in Singapore and more regionally should attend this webinar. It is also targeted at those firms in Europe and the US that may or may not be part of a network, but are interested in increasing the level of referral business out of the Asian region. The webinar will not only assess the viability of the Network structure internationally, but will also look at the opportunities for those firms that are not currently in a network who are seeking to build international ties. A vital webinar for anyone interested in the region.
Merger & Acquisition Market Review
Presenter: Keith Underwood Duration: 1 hour Cost: £40
Description – Foulger Underwood provide a summary of market conditions and trends in our twice yearly market review. We explore activity and enquiry levels, their type, pipeline assignments and draw from those key marketplace trends. With those in mind we will then move to outline how these might extrapolate over the next six months and the effect they may have on the marketplace. Ideal for any practitioner seeking to expand through acquisition or merger. Also vital for any practice wishing to sell within the next 18 months. We shall seek to answer all your questions including those on the approach of buyers and sellers, the merger market itself and on new entries into the marketplace.
Sale and Acquisition deal structure
Presenter: Keith Underwood Duration: 1 hour Cost: £40
Description - The number of facets involved in a sale/acquisition deal are numerous. These include a number of key issues together with a number of secondary soft issues all of which need addressing and negotiating. This webinar will take you through some of the key issues that need to be negotiated. We will outline through our own experience what is normal practice and particular issues where the vendor or purchaser can increase his consideration or reduce his/her risk. The presentation will cover issues of claw back, multiples and anticipated returns together with potential consideration levels and how these can be protected against client losses.
Particularly relevant if you are in the process of or considering a sale or acquisition.
Professional Firm Valuations
Presenter: Derek Smith Duration: 1 hour Cost: £60
Description - The valuation of professional service firms is fundamental to sales, mergers and acquisitions and also to any changes in ownership with retiring or joining partners. It is also an increasing feature of disputes or matrimonial breakup. In this session, we consider the relevant approaches and influences for such valuations.
Profiling a Practice for Sale or Merger
Presenter: Derek Smith Duration: 1 hour Cost: £60
Description - Any sale or merger requires a “willing buyer” and a “willing seller” and yet all too often practices cannot assess their own strengths and weaknesses or are blind to the potential deal-breakers which exist as regards their own firm. In this session we look at the areas which are vital in presenting a firm in its best light and the areas which both add and detract from its value.
Prepare your Practice for Sale or Merger
Presenter: Keith Underwood Duration: 1 hour Cost: £40
Description - Any pre-planning before the sale or merger of your practice is usually rewarded by a higher consideration and improved final deal with a lower risk profile. This webinar will cover profiling, valuation, market positioning and increase awareness of all selling issues that need to be considered in the preparation process. Thus, vital for any practitioner or partners to consider when a senior partner or proprietor is considering an exit.
We normally engage in this work one or two years out from the anticipated deal completion date but we have acted four years before sale and similarly on a shorter six-month basis. This webinar will give you a points checklist to consider to move smoothly towards the sale or merger of your practice - and improve the final outcome.