Maximising practice
value for a successful exit

• What makes a firm more (or less) valuable to a potential buyer.
• How you can affect real, practical change to impact value in years to come.
• The pitfalls that many firms fall into.

Meet our presenters

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement, TaxCalc.

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Maximising Practice Value for a Successful Exit

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Whether you’re looking to secure your financial future, leave a lasting legacy or escape from the burden of practice ownership, a successful outcome for you, your team and your clients will hinge on maximising the value for any potential buyer. In the latest of our hugely popular webinar series, we’ll explore the key issues to consider for the best possible exit.

Key talking points include:

Bev Flanagan

Director, Bev Flanagan Financial Ltd t/a BFF

A qualified accountant of 27 years. Bev founded, grew and successfully sold her accounting practice after 17 years. Her goal is to empower accountants and bookkeepers to boost their accounting practices for profitable future exits.

Andy joined TaxCalc in 2021 as the Chief Marketing Officer from his previous role as publisher of AccountingWEB in both the UK and the US. He has spent over 20 years studying the accounting profession and appeared on too many podcasts and webinars to mention.

With over 20 years’ experience as a practising accountant and chartered tax adviser, Dean is responsible for customer education and engagement at TaxCalc. In 2004, he launched a niche digital accounting practice which he sold in 2016 prior to making a move into tax and accounting technology

Your regular hosts Andy and Dean will be joined by special guest, 
Bev Flanagan, award-winning accountant, AAT Council member and specialist in readying accountancy firms for exit, to share her success strategies and how to put them into practice.