The Real Story of Buying or Selling a Tax Practice

Thinking about buying or selling a tax practice? This interactive session stages a candid conversation between a buyer and a seller, exposing the real questions, concerns and deal-breakers that surface during negotiations. Kathryn Keane takes the role of the seller while Jared Foos represents the buyer, offering practical and ethical insight from both sides of the table. Attendees will gain clarity on valuation factors, red flags and which terms truly matter before signing an agreement.

Objectives

Upon completion of this session, you will be able to:

• Identify potential warning signs before negotiations begin
• Distinguish between negotiable and non-negotiable deal terms
• Highlight the key factors that drive successful sales or purchases

CPE