Seeking employment opportunities? Click here to visit the COCPA Career Center.

Webinar (CA): Understanding the Fundamentals of Merger and Acquisition Transactions

Description

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

Learning 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

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

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

Instructor(s)
James Andersen Claudia Stern
Prerequisites

None

Advanced Preparation

This webinar is produced by CalCPA. 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
Feb 14, 2023
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

MEMBER


$ (% off)
$149.00

NON-MEMBER


$ (% off)
$199.00
Become A Member

Register for this Event

Webinar (CA): Understanding the Fundamentals of Merger and Acquisition Transactions


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×