Fundamentals of Merger and Acquisition Transactions 2024

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  • Date/Time
    • Feb 26, 2025
    • Sign In: 10:30am (MT)
    • Program: 11:00am - 1:00pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Specialized Knowledge - Technical (2.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Overview
  • Fields of Study
    • Specialized Knowledge

Description

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

  • Presenters - James A. Andersen
  • Designed For

    Designed For: CPAs and financial professionals that work in the sale and acquisition of businesses
  • Role Level - Manager/Senior Manager; Director; Sole Practitioner
  • 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

    Highlights

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

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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