Avoiding Risk in CPA Firm Mergers

Date: Monday, June 12, 2017
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Joseph Tarasco, Chief Executive Officer and Senior Consultant, Accountants Advisory Group, LLC, and Stephen Vono, Principal, NAPLIA
Objective(s):
This one hour webinar will address avoiding M&A risks and focusing on maximizing the deal’s ROI.
Field of Study: Business Mgmt & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

All mergers and acquisitions (M&A) involve some degree of risk—and carry no guarantees of fulfilling the intended goals and objectives of the transaction. However, using M&A as a growth, talent acquisition, and succession planning strategy is essential and a top priority at most firms.

The right deal could take your firm to the next level of success provided that you take the proper precautions before and after consummating the transaction.

This webinar will address avoiding M&A risks and focusing on maximizing the deal’s ROI.

What we will discuss:
•Balancing risk in M&A while maximizing ROI
•Increase ROI and the chances of a successful transaction by assessing the level of risk and avoiding M&A deal traps.
•Doing what it takes to avoid big risks and placing the emphasis on the deal’s ROI and strategic implications.
•Determining the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future.
•Avoiding the risk of a terminated transaction after many months of discussions by planning and structuring the deal terms and identifying deal breakers and dissenting partners early in the negotiation stages.

Presenter and Moderator Bios
Joseph A. Tarasco, co-founded Accountants Advisory Group, LLC, to assist the leaders
of today’s public accounting firms in structuring and managing their practices to increase
profitability, maximize value, implement succession planning and achieve long-term success.
Joe began his career in the accounting industry with a Big 4 firm and his experience includes
15 years as the managing partner of a 125-person CPA firm based in New York City. In his role
as managing partner, Joe was responsible for all areas of the practice, including managing the
partner group, marketing, human capital, technology, administration and financial operations.
Working closely with CPA firms, Joe assists them achieve higher levels of competitiveness, profitability and longevity.

Joe is experienced and insightful in all areas of firm practice management, including succession planning, firm governance, mergers and acquisitions, partner compensation structure, selection of new partners, practice development, and career development for partners and staff. When facilitating partner retreats and strategic planning meetings, Joe draws on his extensive experience to provide partners and practice leaders with effective and innovative strategies to enhance the value of their practices.

The Journal of Accountancy, the New Jersey CPA, CPA Practice Management, The Practical Accountant, CPA Leadership Report, Inside Public Accounting, Public Accounting report, Forbes Insights have published articles authored by Joe regarding the management of accounting practices. Joe frequently gives presentations and webinars that focus on various practice management topics.

Joe has been recognized as one of the “Top 10 Most Recommended Consultants” by INSIDE Public Accounting.

Stephen Vono is a founding partner of NAPLIA and specializes in Accountants Professional Liability Insurance as well as Information Security & Cyber Liability Insurance. Stephen is active in several leading Accounting Associations and presents regularly at annual conferences.

Stephen currently serves as Vice President of the CPA-FMA North East Chapter, and is the recipient of their Distinguished Service Presidential Citation for outstanding support and contributions to members of CPA-FMA. Stephen has written and published several articles on practice management for accounting firms.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.