Course Summary

Duration1 hour

PresenterDes O'Neill

Course Details

This course looks at practice succession, practice incorporation and the goodwill valuations associated Accountancy Firm transactions.

Specific topics addressed will include :-

  • The 5 Methodologies for Valuing the Goodwill of an Accountancy Firm
  • 10 Considerations for the Incorporation of an Accountancy Practice
  • The Tax Implications of succession, sale or incorporation
  • The 9 Steps in a Practice Sale
  • Why buying the goodwill of an Accountancy Firm is a good investment
  • The Key Considerations of internal Practice Succession
  • Basic Provisions to discuss when drafting a Heads of Agreement for the transfer of ownership of an Accountancy Firm
  • The basic steps in performing due diligence on an Accountancy Practice


Presenter: Des O’Neill – OmniPro