Conference
Live Replay WebinarBasic level
Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners
★★★★★
5.0 · 7 attendee ratings
Most firm owners don’t think seriously about buying or selling their practice until they’re already in the process. The reality is, it’s not as simple as it looks and winging it gets expensive. The firms that get it right are the ones that come in prepared, with the right systems already in place. In this session, Will Hamilton, founder of SmartPath and VP at Smartvault, who has advised more than 1,800 firms across the U.S., walks through what successful practice transitions look like today. Drawing from both sides of the table, he’ll break down how firm owners can approach acquisitions or exits with clarity, confidence, and a plan that holds up under real-world conditions.
Watch
What's included
Every registration comes with the course materials — yours to keep.
- Course presentation PDF
- Additional course files TXT
Course details
- Recommended CPE credit
- 1
- Field of study
- Business Management & Organization
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26c01506
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
💬 Ask this course
Not sure it covers what you need? Ask a real question — answered from the actual course content, so you can decide before you enroll.
Reading the course…
Answers come from this course's own material and can be imperfect — the full details are in the course itself.
Your instructor
Will Hamilton
Will Hamilton is the Founder of SmartPath and currently serves as Vice President, SmartPath at SmartVault, following SmartVault’s acquisition of the company in April 2024. Will is an entrepreneur, speaker, and pricing strategist focused on the accounting industry. He has spent 17+ years helping tax and accounting firms improve pricing, profitability, and growth strategies, working directly with over 2,000...
Full profile →Attendee feedback
5.0
7 attendee ratings
Common questions
How many CPE credits is Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners worth?
Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners is worth 1 CPE credit in Business Management & Organization. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What are the prerequisites, and what level is it?
The program level is Basic. No prerequisites or advance preparation are required.
Who should take Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners?
Update this attribute value to the course desired audience.
What is the format, and how long does it run?
It is delivered as a webinar, running about 50 minutes. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
Related reading from our instructors
You might also like
Conference
Live Replay
From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros
Business Management & Organization
★★★★★
5.0 (7)
Free · Live Replay
Live Replay
Value-Based Pricing and Engagements: The Future of Tax Practice
Business Management & Organization
★★★★★
4.9 (7)
Free · Live Replay
Live Replay
K2’s Innovative Strategy And IT Governance
Business Management & Organization
★★★★★
4.8 (6)
$25 · Live Replay
Live dates from $800/day