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Sale of a Tax Practice and Other Service Businesses


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.

Course published April 2023

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