Merger and Acquisition Planning and Best Practices
8.00 Credits
Member Price $299
Non-Member Price $399
Overview
This program is designed to help individuals from first time buyers to veteran entrepreneurs navigate the acquisition process. It discusses practical ideas on finding potential targets, letters of intent (LOIs), the due diligence process, building the business case financial model, obtaining proper financing, negotiating the deal documents, and integration of the acquired entity. The course will cover how to build a plan, execute the acquisition process, and lead a team to be a successful acquirer of other business entities to grow revenue and enhance net income.
Prerequisites
Basic knowledge of business acquisition accounting
Designed For
CFOs, VPs of Finance, CPAs, accountants, and financial professionals who assist business owners in the acquisition process of buying or selling a business.
Objectives
Participants will be able to lead their company through the entire merger or acquisition process after the completion of this course.
Preparation
None
Leader(s):
Leader Bios
Mark Mishler, Kaplan Financial Education
Mark D. Mishler, CPA, CMA is a discussion leader for Loscalzo Associates Ltd. He is Senior Vice President, Chief Financial Officer, Treasurer, and Secretary with Breeze-Eastern (NYSE:BZC), a global aerospace manufacturer. In this role he manages financial planning and analysis plus budgeting and forecasting. He ensures financial integrity and regulatory compliance; works with all operational managers to improve profitability, cash flow, and balance sheet optimization; and develops stakeholders’ confidence in the company. Functionally, he manages finance, accounting, auditing, treasury, tax, SEC reporting, information technology, and risk management. With more than 29 years’ experience in finance and accounting for global public manufacturing companies, Mr. Mishler has led debt and equity financing including an IPO, mergers & acquisitions, public and SEC reporting, audit, manufacturing accounting, information technology, and strategic planning.
Non-Member Price $399
Member Price $299