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Live Seminar
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Indianapolis, IN
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May 20-21, 2008
"How To
Acquire, Run and Grow
Your
Accounting Practice"
In this 1 & 1/2 day
seminar 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. |
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presented by
Troy C.
Patton, CPA
President
Patton and
Associates, LLC. |
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"How To
Acquire, Run and Grow
Your
Accounting Practice"
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DAY 1 - Tuesday, May 20, 2008
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Morning Session
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9:00 am ET - 12 noon
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
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DAY 1 - Tuesday, May 20, 2008
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Afternoon Session
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1:00 pm ET -5pm
How To
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
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DAY 2 - Wednesday, May 21, 2008
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Morning Session
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8am ET - 12 noon
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
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Click here to download a PDF seminar
enrollment form. Seminar tuition is
$1,895 payable by check or credit card.
Full refunds are given on cancellations made
on or before April 18, 2008. |
| TRAVEL and
HOTEL - we recommend you fly into
Indianapolis International Airport and stay
at the hotel where the seminar is being
held, the Courtyard by Marriott Indianapolis
Airport (below) on Monday evening, May 19th.
A continental breakfast will be available
both days of the seminar and lunch will be
served on day 1.
NOTE:
Travel and hotel room accommodations are
NOT included in the seminar tuition.
You must book your own flights and hotel
room. Because the Indy 500 race is
5 days after this seminar you are HIGHLY
encouraged to
check hotel room availability BEFORE
booking YOUR flights. See below
for links to hotels near the Courtyard and
Airport. |
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Seminar Location:
Courtyard by Marriott
Indianapolis Airport (1.1 miles
from the airport)
2602
Fortune Circle East
Indianapolis, IN 46241
Phone:
1-317-248-0300
Fax:
1-317-248-1834
www.marriott.com
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click for room availability.
Currently the Courtyard has
rooms available but if they
don't when you check, here are
other links of hotels very close
to the Courtyard & Airport.
www.hotelplanner.com
www.onetravelsource.com |
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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. |
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Archer Investment Corporation
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9000 Keystone Crossing, Suite 630
Indianapolis, IN 46240
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317-581-1776 w
317-581-1812 fax |
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