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22WC-0139: Understanding the Fundamentals of Merger and Acquisition Transactions (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, May 31, 2022
12:00pm - 2:00pm Central Time
2 CPE (2 technical)

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

Major subjects

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

Learning objective(s)

  • 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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $199.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $149.00
checkmarkStandard Nonmember Fee $199.00

More program information

Location Online
Area
of study
Taxation
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Overview
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.