Webinar

Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations

  • Wednesday, December 13, 2017

    9:30am – 5:00pm
    (Registration: 9:00am)
  • 8
    CREDITS
    Specialized Knowledge

Mergers and acquisitions are moving at an ever-increasing pace, especially in the mid-market arena and professional service organizations such as accounting, law, engineering and architectural firms. This how-to course is essential for CPAs and other professionals who work with companies that will be bought, sold or merged. Gain a fundamental understanding of the M&A process—from a buyer's and a seller's perspective. Also, discuss valuing an entity, performing due diligence, getting a business ready to be sold and structuring a deal from an economic and tax perspective to maximize the benefit to both the buyer and the seller.

Objectives

  • Identify the fundamentals of valuing operating companies and personal service businesses.
  • Recognize the marketplace for buyers and sellers of businesses.
  • Determine how to structure deals from both a buyer's and seller's perspective.
  • Recall how to perform effective due diligence.
  • Determine how to effectively manage the engagement.
  • Define mid-market company and why it is for sale.

Highlights

  • Business entity worth
  • Strategic planning for selling/merging
  • Role and selection of intermediaries
  • Selling memorandums
  • Due diligence process
  • Deal structure from an economic and tax perspective
  • Well-defined engagement letters

Additional Information

Designed For

CPAs, attorneys and strategic management consultants.

Vendor

CalCPA

Advanced Preparation

None.

Prerequisite

None.

Field of Study

Specialized Knowledge

Course Number

174172988C

Level of Knowledge

Overview

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