Fundamentals of Merger and Acquisition Transactions 2024

Wednesday, February 26, 2025
Webcast or Webinar, Online
1:00 PM - 3:00 PM (opens at 12:30PM) EST
2Credits

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/5126462
Level: Overview
Vendor: California CPA Education Foundation
Field of Study: Specialized Knowledge

Overview:

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

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

Major Topics:

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

Major Topics:

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

Designed For:

CPAs and financial professionals that work in the sale and acquisition of businesses

Prerequisites:

None