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Fundamentals of Merger and Acquisition Transactions 2024

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(Check-In 11:30am CST)

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Webcast

2.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

Gain a fundamental understanding of the Mergers and Acquisitions (M&A) process from a buyer’s and a seller’s perspective.

  • Course Instructor: James A. Andersen
  • Highlights

    • Valuation
    • Strategic planning
    • Intermediaries
    • Selling memorandum
    • Due diligence
    • Deal structures

    Prerequisites

    None

    Designed For

    CPAs and financial professionals that work in the sale and acquisition of businesses

    Objectives

    • Determine the value of a business entity, including the nuances of valuing personal service companies
    • Decide if your business is ready for sale using strategic planning for selling or merging your business
    • Define the role of intermediaries and make the proper selection
    • Create a meaningful selling memorandum
    • Conduct due diligence from a buyer's and a seller's perspective
    • Understand deal structure from an economic and tax perspective

    Preparation

    None

    Notice

    This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.

    Non-Member Price $119.00

    Member Price $89.00