Instructors Directory > Bank of America
Bofa

Bank of America
(704) 386-8486
www.bankofamerica.com

Whether you want to start a new practice or expand your current practice, Bank of America can help. We have the financing, business solutions and industry experience to help you reach your goals. We have provided financing opportunities to the health care profession for over 18 years. We lend to dentist, doctors, veterinarians, CPA’s, Attorneys and Insurance Agencies. Our loan products include acquisitions, expansion, debt consolidation, equipment; real estate and partner buy in loans.

Archived Webinars

TAKING YOUR FIRM TO THE NEXT LEVEL
Recorded Date May 23, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, Other     
KEYS TO TRANSITIONING/RETAINING CLIENTS AND STAFF THROUGH A MERGER/ACQUISITION
Recorded Date January 15, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE SEVEN STEPS TO MAKE YOUR MERGER OR ACQUISITION OCCUR
Recorded Date September 25, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
UNDERSTANDING WHAT YOUR PARTNERSHIP AGREEMENT SHOULD INCLUDE
Recorded Date August 12, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE COMPENSATION DESIGN CHALLENGE FOR CPA FIRMS
Recorded Date July 10, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO VALUE YOUR ACCOUNTING PRACTICE
Recorded Date June 24, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
TAX SEASON IMPLICATIONS FOR M&A OF ACCOUNTING FIRMS
Recorded Date January 9, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MERGERS OF ACCOUNTING FIRMS: AVOIDING THE ROADBLOCKS / UNDERSTANDING THE MARKET
Recorded Date November 13, 2013  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
BUYING OUT RETIRING PARTNERS
Recorded Date July 17, 2013  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO ENGAGE PARTNERS IN THE FIRM'S FUTURE
Recorded Date May 29, 2013  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Partnership Issues (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
GET READY AND GET MORE WHEN YOU SELL YOUR FIRM!
Recorded Date October 23, 2012  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, Other