Content Provider

Self-Study CPE
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Free cpe webinars
Seismic Changes in Buying and Selling Accounting Practices


Available Date(s)
Tuesday, June 04, 2024: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The landscape for buying and selling accounting firms has undergone dramatic transformations in recent years. Join this webinar to gain insights into these changes and discover strategies for successfully navigating the evolving market, whether you aim to acquire or sell an accounting practice.

Learning Objectives:

  • Identify the key factors driving shifts in accounting practice valuations

  • Determine the methods for assessing the value of an accounting practice

  • Recognize the essential steps for conducting due diligence in practice transactions

  • List the common financing options available for acquiring an accounting firm

  • Summarize the growing marketplace of private equity (PE) buyers 

  • Evaluate if your firm qualifies for a potential PE investment


Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm in the accounting profession. He spent 14 years as marketing director of his father’s firm, Garden Accounting Service, and, in 1987, established NCI. For several years, Bruce also owned and operated his own accounting firm, which he successfully sold in 1987.  A dedicated practitioner of the Korean martial art, Tang Soo Do, Bruce has earned the rank of 5th-degree black belt, giving him the respected title of Master Clark. He and his wife, Kathy (Kate), have been married for 41 years and have two sons.

Since establishing NCI, Bruce and his team have conducted over 350 seminars nationwide and trained over 4,000 accountants on how to develop a successful practice and live a balanced lifestyle. As a complement to NCI’s focus on training and development, Bruce and his team have listed and sold hundreds of accounting firms nationwide, many of whom were NCI clients who built their firms using NCI’s sales and marketing techniques.

Bruce is the author of two books. The first, NCI Effect: Explosive Client Growth Plan for Accountants and CPAs, is the culmination of practice growth results for thousands of accountants worldwide. It examines in detail ways to grow an accounting practice and shows accountants the benefits of thinking outside the box. The book highlights the secrets developed to facilitate successful practice growth and features a guide for both business and personal development. Complete our contact form to receive your free copy!

Bruce’s second book, Beyond the NCI Effect: Sales Strategies That Matter to Grow an Accounting Practice, is a follow-up to the NCI Effect. This second book is based on New Client News newsletters; it provides deeper information from a host of NCI-trained experts trained in the fields of marketing accounting services. It also features practical experience and success tips from many of NCI most successful clients.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

New Clients, Inc. is the leader in client acquisition, practice management and practice sales for accountants since 1987. Founded by Bruce Clark, our sales and marketing principles have been taught to over 5,000 accountants. The NCI marketing system is responsible for generating more revenue than any other system in the marketing for accountants space by a wide margin.