NASBA CPE Credit is being offered for this webinar.
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SPONSOR CONTENT FROM GREEN GROWTH CPAs

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WEB SEMINAR

CPA firm retirement journey

REGISTER NOW

Are you a CPA firm partner ready to navigate the next big chapter? This exclusive webinar will reveal the essential strategies for a smooth and successful retirement transition, customized for CPA firms. Whether you're looking to exit the endless tax seasons or preserve your firm's legacy, this discussion has you covered.


We'll dive into the most pressing concerns retiring partners face—finding skilled successors, ensuring seamless transitions and protecting your firm's identity. Explore three key paths for retirement: selling to internal partners, merging with another CPA firm, or partnering with private equity. Discover the pros and cons of each approach so you can make an informed decision.


Key takeaways:

  • Identify the most suitable buyers for your firm, whether internal, external or private equity.

  • Understand the critical factors to consider when planning a sale or transition.

  • Follow a step-by-step guide for the entire process—from document gathering to final negotiations.

  • Learn how to ensure a seamless transition for both clients and staff.

  • Gain confidence in protecting your firm's identity and securing its future legacy.
SPEAKERS

Danielle Lee

Managing Editor
Accounting Today
(Host)

Derek Davis

Founder and CEO
GreenGrowth CPAs
(Speaker)

Susan McGuire

Audit Director
GreenGrowth CPAs
(Speaker)

REGISTER NOW

NASBA CPE Credit is being offered for this webinar.*

SourceMedia Inc. d/b/a Arizent 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 the 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.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.

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