& GTA Accountants Network present Transitioning Accounting & Tax Practices – Succession Planning, Buying and Selling- Sponsored by ADP Canada

GTA Accountants Network & GTA Accountants Network Presents a Live Webinar: Transitioning Accounting & Tax Practices: Succession Planning, Buying and Selling Sponsored by:ADP Canada

Raffle: Fire TV Stick 4K Max streaming device, Wi-Fi 6, Alexa Voice Remote – The raffle prize will be presented by George Ravalico who serves as the Head Client Base Acquisitions for ADP Canada

Join us on 10 May 2022, 11:00 AM

4 CPD hours

Course Description

Topics will include:

  1. The Why’s of buying a practice/book of business
  2. Why some practice/book acquisitions fail
  3. Preparing for a sale
  4. Options for starting the transition
  5. Indicators of a desirable practice
  6. Current trends
  7. Practice values
  8. Methods of transitioning
  9. Tax implications of various transition structures
  10. Stages of purchase/sale of a practice/book
  11. Ethical and other practice issues including technology, and relationships and communications with staff and clients
  12. When to involve a valuator/intermediary

Within 24 hours of the webinar, we will forward you an e-mail from with instructions for accessing the live webinar. If you don’t receive it, please check your junk/spam. 


About the Instructor(s)

Melanie Russell

Melanie E. Russell, CPA, CA, CBV, CFE, CIM, CFF, ABV – her current practice focuses on business valuations, litigation support and dispute analysis, financial/forensic investigations, corporate finance and education. She has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice, the Ontario Superior Court and the Federal Court of Canada. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings (e.g., collaborative family practice), and negotiated a number of buy/sell transactions. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations including the CICBV Membership Qualifying Examination.

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