Overview

Many firms find themselves considering buying a practice or fees to expand their client base or consider selling their practice as part of their exit strategy. As with any major decision there are a number of pitfalls that can only be avoided by ensuring that you plan and control the process. In this short session, Val Steward will look at the steps that you need to take to avoid the main pitfalls if you are planning to buy or sell a practice. 

Speaker

Val Steward FCCA

For over 20 years Val has worked with accountancy practices, helping them to develop their businesses and remain compliant. She is the author and co-author of a number of technical guides and work programmes including the CCH Industry Audit and Accounting Guide on Clubs and Associations, and the Practice Society Anti-Money Laundering Procedures and Training Manual. 

She enjoys helping firms to develop, advising on training and staffing policy and all aspects of practice management. She also lectures widely on auditing, management skills and assurance services.