1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: June 10, 2025
Time: 10:00 am - 12:00 pm
Cost: $135.00 to $205.00
Event Category: Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Live Streaming Webinar

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Speaker

Bob Jennings, CPA, EA
Bob
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

Webinar - 2025 Exit Strategies


Event Description

Exit Strategies Webinar

Rebroadcast of earlier live streaming webinar.  Moderator available to answer questions, not actual speaker.

 

 The exit strategies course includes guidance to the accounting professional facing retirement, growth limitations, workload and special clent needs.  It also includes how to value and accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements.  We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.

Additional Information
Course Objective

Upon completion of this course, you will know what to consider when planning an exit strategy.

CPE Hours : 2
Level : Intermediate
Prerequisites : None
Field Of Study : Taxes

Price for members : $135.00
Price for nonmembers : $205.00


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