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22WC-1041: Merger and Acquisition Planning and Best Practices (Webinar)

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

Date Wednesday, December 28, 2022
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
of study
Finance - Technical (8.0)
Instructor Mark Mishler
Standard Member Fee $289.00
Standard Nonmember Fee $389.00


This program is designed to help individuals from first time buyers to veteran entrepreneurs navigate the acquisition process. It discusses practical ideas on finding potential targets, letters of intent (LOIs), the due diligence process, building the business case financial model, obtaining proper financing, negotiating the deal documents, and integration of the acquired entity. The course will cover how to build a plan, execute the acquisition process, and lead a team to be a successful acquirer of other business entities to grow revenue and enhance net income.

Who should take this program?

CFOs, VPs of Finance, CPAs, accountants, and financial professionals who assist business owners in the acquisition process of buying or selling a business.

Major subjects

  • Finding prospective targets
  • Initial purchase price negotiation process
  • LOIs -- getting more formal
  • Entity purchase vs. asset purchase deals
  • Due diligence -- not just the numbers
  • Numbers
  • Physical assets and buildings
  • Patents and other legal issues
  • Environmental testing and protecting yourself
  • Insurance
  • Human resources, employee benefits, and pay structures
  • Sales and marketing
  • Sight visits and other investigative procedures
  • Confirm production capacity
  • Dealing with leaked information and non-disclosure agreements
  • Return on investment model -- what to pay for and what not to pay for
  • Financing the transaction
  • Deal documents
  • Financing documents
  • Purchase accounting and goodwill entries, including step acquisitions
  • Having an integration plan

Learning objective(s)

  • Participants will be able to lead their company through the entire merger or acquisition process after the completion of this course.


Course code Code 22WC-1041
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Advanced
Format Group Internet Based
Prerequisites Prereq. Basic knowledge of business acquisition accounting

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

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