One-Day LIVE Workshop in IRVINE, California Wed. July 1, 2009

(Click here to go to the Registration area, Click here for location and time)

Our last Coach Patton seminar of Buying, Growing & Managing Your Accounting / CPA Practice was very valuable, useful and informative but don't take my word for it...

Turn on your PC speakers and listen to what Coach Patton Seminar Attendees had to say...
 

I have recently gone through a merger and made a lot of errors and oversights... And if I had been given this seminar prior to the merger, I would have saved myself a lot of money. I highly recommend this, definitely if you've never bought before, and again even if you are like myself and you have there's definitely some new information and some good information that we can all learn from this.

 

Dario Zanichelli

Cumberland Accounting Services

Norridge, IL

Troy, I wanted to reiterate to you that it was a great class this week. I learned exactly what I wanted to learn from you. For me the small size made it all the more worthwhile to be sure my thoughts could be expressed and questions answered. I thought the differences in the four practices represented was very interesting.

 

Lenny Esmond

Esmond & Associates Inc. Calabasas, CA

 

I found that his information was totally invaluable in terms of his experience and the "what not to do" when it comes to purchasing a CPA practice. There were many other things that were discussed and how to manage your CPA practice, how to bail out, how to purchase and how to grow the practice. Anybody that's looking for some real professional advice, this seminar is great.

 

Alan Kaplan

Coral Springs, FL

 

 

  

 
 

Three Powerful Accounting Practice Growing Sessions Packed Into One Day!

Wed. July 1, 2009 - Irvine Marriott, near John Wayne Airport

"How To Acquire, Manage and Grow Your Accounting Practice"

In my all-day live seminar session I'll teach you how to cost effectively acquire, run and grow you practice, whether you're working for a big firm and looking to make your first purchase OR you have your own practice & want to grow it internally or by acquisition. 

 

You will learn what I've gleaned from personally consulting on 249 accounting practice transactions and 12 of my own accounting practice purchases as I personally built a 10 office, 80 staff, $6,000,000 practice years ago.  This is NOT THEORY but nitty-gritty, do this, avoid that, "learn-from-my-mistakes" with the right knowledge up front and avoid wasting & paying tuition to the School of Hard Knocks!

presented by

Troy C. Patton, CPA

President

Patton and Associates, LLC.
 

$25,000 Workshop Revenue GUARANTEE

I GUARANTEE 12 MONTHS AFTER THIS WORKSHOP IF YOU DO NOT INCREASE YOUR REVENUES $25,000 YOU CAN REQUEST A REFUND OF YOUR TUITION!  Troy C. Patton, CPA
 

"How To Acquire, Manage and Grow Your Accounting Practice"

The Workshop Starts at 9:00am ET each day and runs until 5:00pm ET

 

How To Successfully ACQUIRE An Accounting Practice

(What Is A Firm Worth And The Pitfalls To Look For When Buying)

 

1) What is a Practice Worth? - How to determine what you'll offer.

2) State of the Market - Is it a buyers or sellers market?

3) Case Studies - Successful purchases and ones that failed and why.

4) Pitfalls - Avoiding the common and uncommon mistakes when buying.

5) Contracts - Creating ones that work for both buyer and seller

6) Financing Terms - Strategies that improve your cash flow.

7) Due Diligence - How to protect yourself.

 
How To MANAGE and Run an Efficient Practice

 

1) Review and Assessment of Practice

2) Processing Workflow

3) Utilization/Realization

4) Benchmarks/Fees

5) Service Outsourcing

6) Checklists and Tools for Success

  In this session I cover developing the systems and skills to get more done with less time and cost in your practice including how to Review and Assess your Practice, Processing Workflow, Utilization / Realization, Benchmarks / Fees, Service Outsourcing, Checklists and Tools for Success.

 
How To GROW a Practice    

 

1) Growing your Firm

2) Replacing lost Clients

3) Billing Procedures

4) Outsourcing Practices

5) Investments & Financial Services

6) Marketing

  In this session I teach you how I grew my my accounting firm to $6,000,000 in revenues with OVER HALF of that coming from non-accounting, bookkeeping or tax billings. How to add high end business clients, selling financial services, how to offer business valuations and make $300 - $500/hour for 2-3 hours of work

2009 Locations and Dates For This Workshop:
  JULY 1, 2009 IRVINE, CA  
  Irvine Marriott  
 

Irvine Marriott

18000 Von Karman Avenue

Irvine, California 92612

Phone: 1-949-553-0100

Fax: 1-949-261-7059

Sales: 1-949-553-0100 ext. 3650

Sales fax: 1-949-724-3648

  

To Register For This Workshop:

ONLINE - Please provide your contact information as it appears on the billing statement of your credit card:
 

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BY FAX Click here to download a PDF seminar enrollment form.  Seminar tuition is $995.00 payable by check or credit card.  Then FAX the form to 317-581-1812 or call our offices at 317-581-1776 between 8am - 5pm ET, Monday through Friday.  (Tuition refunds are given on cancellations made on or before June 24, 2009)
   

<<Seminar Workbook:

 

At the seminar you’ll receive your 3-ring binder workbook.

 

You’ll need this to follow along, participate and take notes during the workshop.

 

If you have questions about registering for the workshop call us at 317-581-1776.

 

If you have any questions regarding the seminar, please call us at 317-581-1776.  To enroll, Click here to download a PDF seminar enrollment form.  Complete the form and fax it back to our offices at 317-581-1812.
 
 

Archer Investment Corporation w 9000 Keystone Crossing, Suite 630

Indianapolis, IN 46240 w 317-581-1776 w 317-581-1812 fax

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