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Webinar (CA): The Accountant’s Role in Mergers and Acquisitions

Description

Review issues professionals encounter in assisting clients who are selling or buying mid-size companies. Examine the accountant advisor’s essential role in drafting and structuring purchase-price adjustment mechanisms, due diligence and accounting for transactions. Review considerations such as buyer/seller perspectives and preferences, letters of intent, significant components of definitive purchase agreements, and the high-level tax considerations of buyers/sellers—including the implications of Section 338(h)(10) elections. Explore the M&A process from non-disclosure agreements to post-closing operations, focusing on the CPA’s role and ways to help clients.

Learning Objectives

• Recognize the M&A process and the accountant’s role
• Determine how deal drivers present opportunities for client service
• Evaluate critical deal points and terms
• Determine how to plan and execute an effective due diligence process

Major Topics

• The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow
• Working capital adjustments and balance sheet due diligence
• The impact of contemplated pricing, earn-outs and holdbacks
• The deal timeline and flow of information
• Understanding the terms and structure that fit the buyer and seller objectives
• Tax and financial accounting treatment of select issues

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Accounting
8
Who Should Attend

Financial and accountant advisors.

Prerequisites

Some knowledge of M&A process.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Dec 8, 2021
9:00 am - 4:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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Webinar (CA): The Accountant’s Role in Mergers and Acquisitions


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