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What Is Your Tax Preparation Business Worth? A Practical Framework for Valuation and Future Planning (WEBINAR)

June 30 @ 2:00 pm - 3:00 pm

What is your business really worth (operationally and monetarily)?

Most tax prep business owners spend years building a practice without ever gaining clarity on its true worth, what drives its value or how to increase that value without working harder. This webinar changes that.

Join our founder, Brannon Poe, CPA, and host Brandon Sims, senior content marketing manager at Wolters Kluwer Tax & Accounting, for an insightful discussion that will help you make smarter decisions for a stronger, more profitable business.

This session covers:

  • What really determines the true monetary value of a tax prep business
  • Why revenue alone is misleading (and what matters more)
  • The biggest mistakes that quietly destroy value and freedom
  • How pricing, systems and owner dependence affect exit options
  • Practical steps to make your business more attractive to buyers, successors or heirs

One (1) CPE for NASBA/CPAs will be offered. Presented by Wolters Kluwer.

Seats are limited. Register today.

Details

Venue

  • Virtual