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Sale of a Tax Practice and Other Service Businesses

1.0 CPE CREDITS

Most owners at some point sense that the time has come to transfer their business to another provider or firm. This self-study course focuses on various considerations involved in selling a business, specifically service-related businesses such as a tax practice.

In this self-study course, you’ll learn what to consider in the years leading up to a sale, how to think about the value of a service business, and what you need to know about the terms of a sale. Additionally, you’ll explore the tax implications of an asset sale vs. an equity sale. There’s also a discussion of what the seller and buyer need to do and be aware of after the sale is complete. You’ll learn about the importance of the business owner working with a team of professionals, whether the business being sold is a client’s or your own.

Last reviewed for accuracy: October 2024

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