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PFP2216. Preparing to be Purchased and/or Sold

To submit a question or participate in polling, click the link above. If you are considering acquiring or merging with another firm, or if you are exploring whether or not to sell, this session is for you. Our panelists have both acquired and sold, and will discuss their experiences, both positive and negative.

Learning Objectives:

  • Identify issues arising around buying and selling your firm.
  • Recognize planning opportunities to build better infrastructure prior to an acquisition, and increasing the value of your business prior to sale.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Session Tags
PFP
Investments and Wealth Institute CE