Wednesday, August 23, 2023 - 15:00 - 16:00

The inside scoop on acquiring and selling a practice

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The inside scoop on acquiring and selling a practice

Wednesday, August 23, 2023 - 15:00 to 16:00

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About this session

Join us for the latest episode of Any Answers Live on 23 August, where we delve into the mechanics of acquiring and selling an accountancy practice. 

This webinar presents a dual perspective: the buyer's criteria and the seller's strategies to enhance their practice's appeal. 

The acquisition market has experienced a surge in activity due to the rapid rise of digitalisation, as accountants seek to exit before the implementation of MTD ITSA in 2026, while the profession's allure to investors further fuels the momentum.

In a candid discussion, the episode will unveil the secrets behind Jo Wood’s recent decision to sell Jo Wood Virtual FD to OnPoint Accounting Group. 

Wood and Johann Goree, the seller and the buyer, will engage in a lively discussion about the challenges and opportunities presented by the acquisition. They’ll also reveal what it takes to get a practice ready to be sold, and what the acquisition process looks like from both perspectives. 

Any Answers Live will also feature a live Q&A session, giving viewers the opportunity to ask Jo Wood and Johann Goree their burning questions on acquisitions. 

By attending this episode you will learn: 

  • Strategic insights: Understand the pivotal role of strategic alignment between buyer and seller, considering clients, employees, and ethos for a successful transition.
  • Client-centric approaches: Learn how client needs and value drive acquisition decisions, ensuring client satisfaction remains paramount.
  • Effective transition strategies: Gain insights into retaining employees during acquisitions and the seller's role post-transition, ensuring a harmonious shift.

Be sure to sign up and join us on 23 August. And don’t forget to bring your questions!

You may submit your questions using this form now and the speakers will answer them during the show.

Ask your question

You will earn 1 CPD point by attending this free 45-60 minute session in full

You must be registered and logged in to an AccountingWeb account to claim CPD points.

Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

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