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