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Fundamentals of Merger and Acquisition Transactions 2024

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CalCPA Webcasts

Online, OK 00000

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2.00 Credits

Member Price $89

Non-Member Price $119

Overview

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

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

Non-Member Price $119

Member Price $89