Our last Coach Patton seminar of Buying, Growing & Running

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

 

 

 

 

 

One-Day LIVE Seminar at the Irvine Marriott in

IRVINE California - Thurs 7/17, 9am to 5pm PT

July 17, 2008 - IRVINE, CA

"How To Acquire, Run 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. 

presented by

Troy C. Patton, CPA

President

Patton and Associates, LLC.

 
 

"How To Acquire, Run and Grow

Your Accounting Practice"

Thursday, July 17, 2008 w 9:00 am  - 5:00 pm Pacific Time

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 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

 


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

 


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 July 4, 2008.
   

<<Seminar Workbook:

 

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

 

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

 

If you have questions about registering for the seminar 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

...