Transitioning Accounting & Tax Practices: Succession Planning, Buying and Selling

10 May 2022, 11:00 AM

Thinking of buying or selling an accounting, bookkeeping or tax practice?  Then this course is for you.  This course discusses the main factors that contribute to a successful practice transition, guides potential vendors and purchasers through the process, and prepares participants for the ...

4h
Picture of Melanie Russell
Lecturer
Melanie Russell
$225

Succession Planning, Buying and Selling for Accounting and Tax Practices

24 February 2022, 11:00 AM

Thinking of buying or selling an accounting, bookkeeping or tax practice?  Then this course is for you.  This course discusses the main factors that contribute to a successful practice transition, guides potential vendors and purchasers through the process, and prepares participants for the ...

4h
Picture of Melanie Russell
Lecturer
Melanie Russell
$225

M&A and Financing: Day 2

8 December 2021, 10:00 AM

December 8th

Itinerary

Speaker(s)

 1. M&A from the Entrepreneur's PerspectiveJim Estill, CEO of Danby Appliances 


2. Panel on Private Equity



Douglas Nix, CPA, CA of Stillwater Capital Corporation
Ron Chicoyne, CFA, CF, ICD.D of Links Capital
Loren Rafeson, MBA, CFA of BDC Capital
Hai Tran-Viet, MBA, CFA ...
6h
Lecturer
Multiple Lecturers
$200

M&A and Financing: Day 1

7 December 2021, 10:00 AM

December 7th

Itinerary

Speaker(s)

1. Avoiding the Pitfalls in the M&A ProcessDr. Howard E. Johnson, DBA, FCPA, FCA, FCMA, FCBV, CPA, CFA, ASA, CF, C.Dir of Duff & Phelps Canada Limited

2. Panel on Tax Planning and M&A Tax Issues



Adam Serota, J.D., LL.M. (Tax) of BRS Tax Lawyers LLP
Stan Shadrin, CPA, ...
7h
Lecturer
Multiple Lecturers
$200

M&A and Financing: The Basics & Critical Need to Know Issues (2 parts)

7 December 2021, 10:00 AM

See below for detailed list of topics covered during this seminar. 

13h
Lecturer
Multiple Lecturers
$399

Succession Planning, Buying and Selling for Accounting and Tax Practices

23 November 2021, 11:00 AM

Thinking of buying or selling an accounting, bookkeeping or tax practice?  Then this course is for you.  This course discusses the main factors that contribute to a successful practice transition, guides potential vendors and purchasers through the process, and prepares participants for the ...

4h
Picture of Melanie Russell
Lecturer
Melanie Russell
$225

Why Ontario Residents Should Have Two Wills: Case Study

5 October 2021, 11:00 AM

Over 8,000 people have attended Jim's workshops teaching the benefits of having two wills per person. A two-will solution is NOT just for business owners.

Having two wills will:

1. Reduce the amount of probate payable by an estate

2. Reduce the burden being placed on your executor

3...

(3)
2h
Picture of Jim Kibble
Lecturer
Jim Kibble
$69

20/20 Vision - Preparing Your Business for Sale in a Post-Pandemic World

24 June 2021, 3:00 PM

Colin, David and John will provide insights on: 

•The current state of the M&A market

•What owners are doing today to improve value tomorrow

•The major things you need to change in order to make your business more saleable

•Is now the time to be expanding your business?

•Wh...

1.75h
Lecturer
Multiple Lecturers
$39

When COVID met MAE in the Ordinary Course: Ontario Court Orders Buyer to Complete its M&A Transaction

22 June 2021, 12:30 PM

The recent decision of the Ontario Superior Court of Justice in Fairstone Financial Holdings Inc. v Duo Bank of Canada has established an important precedent for the interpretation of two common features of M&A transaction agreements - material adverse effect clauses and covenants to carry on...

1h
Lecturer
Multiple Lecturers
$39

a) Accountancy Was My Life Take II: An Update on the Successful Transition of an Accounting Practice and b) The Valuator’s and Advisor’s Perspective

27 May 2021, 12:00 PM

This course will cover the perspectives of the vendor, the purchaser and the valuator/advisor in the selling of an accounting/tax practice.  In the first part of this comprehensive session, benefit from the personal experiences of both Peter Sevitt, who recently sold his accounting practice after...

(1)
1.5h
Lecturer
Multiple Lecturers
$75

Legal and Accounting Aspects of Earnouts

18 May 2021, 11:00 AM

Earnout provisions are a useful tool in M&A agreements for allocating risk between purchasers and sellers and for incentivizing management to help their business succeed following a change of ownership. However, they can also lead to disputes: they ‘convert today’s disagreement over price to ...

(1)
1h
Lecturer
Multiple Lecturers
$39

2020 Vision - Does the Pandemic Change the Way You Prepare your Business for Sale?; and Cross-Border Investment Management

17 November 2020, 6:00 PM

The following topics will be covered during this webinar:

1. 2020 Vision - Does the Pandemic Change the Way You Prepare your Business for Sale?

Things you will take away from this presentation:

  • The current state of the M&A market
  • What owners are doing today to improve value tomorrow
  • The major things I...
2h
Lecturer
Multiple Lecturers
$59

Advanced Succession Planning - Inter-generational Wealth & Small Business Management Buyouts - Live Webinar

5 November 2020, 6:30 PM

The following topics will be covered during this event:

1. Advanced Succession Planning - Inter-generational Wealth 

Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA

2. Small Business Management Buyouts

Speaker: John Mill, LL.M. of MBO Coach


(1)
2h
Lecturer
Multiple Lecturers
$59

Succession Planning Full Day Live Webinar

15 September 2020, 9:00 AM

Please click the above link for more information on the topic descriptions and how to register. 


8.5h
Lecturer
Multiple Lecturers
$175

Accountancy WAS my life: The inside story of the successful sale of an accounting practice from both sell-side and buy-side

13 July 2020, 12:00 PM

Benefit from the personal experiences of both Peter Sevitt, who recently sold his accounting practice after 40 years of practice, and Adam Guyatt, who purchased Peter’s practice.  Peter will talk about his path to the decision to sell, the steps involved in the process from the decision to sell ...

1h
Lecturer
Multiple Lecturers
$39

THE WAY OF TRANSITION - How to Transfer Operational Control

17 June 2020, 11:00 AM

HBR reports most owners of enduringly profitable businesses don’t want to sell them, but end up being forced to.

This is not necessary. It is a relatively straight-forward process to transfer operational control to managers. This eliminates the owners risk of being forced to sell, ...

1.5h
Picture of John Mill
Lecturer
John Mill
$45

Small Business Management Buyouts: From Lifestyle Business to Legacy Business - Webinar

28 November 2019, 10:00 AM

The cost of this webinar $100 (+ tax) and you will earn 3.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

(2)
3h
Picture of John Mill
Lecturer
John Mill
$100

What You Need to Know to Prepare for the Next "Crisis"; and Preparing Your Business For Sale - Webinar

29 October 2019, 7:00 PM

The following topics will be covering during this event:

1. Oh Canada: Ready or Not? What You Need to Know to Prepare for the Next "Crisis"

2019 will continue to put Canada’s economy to the test. Not since the financial crisis in 2008 have the economy and markets faced such uncertainty. With cracks...

2.5h
Lecturer
Multiple Lecturers
$59

Growing Your Family Wealth for the Long Term & Bill 148

22 August 2018, 7:00 PM

There will be two topics covered during this webinar:

1. Growing Your Family Wealth for the Long Term

    Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA

2. Bill 148 - Key Changes Your Clients Should be Making to Comply

    Speaker: Hilda Gan, RN, MHSc, CHRL Founder and Chief People Office - People ...
(1)
3h
Lecturer
Multiple Lecturers
$59

Succeeding at Succession & The Role of Critical Illness in the Risk Management of Business Owners

16 April 2018, 7:00 PM

There will be two topics covered during this webinar:

1. Succeeding at Succession

    Speakers: Harris Jones, CPA, CA, CFP, CLU, TEP of Harris Jones Advisory Inc. & Glenn Davis, LL.B., MTI, TEP 

2. The Role of Critical Illness in the Risk Management of Business Owners

    Speakers: Lilian ...

(1)
2h
Lecturer
Multiple Lecturers
$59