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Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies (4152988C)
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"Mergers and acquisitions are moving at an ever-increasing pace, especially in the mid-market arena and professional service organizations like accounting, law, engineering and architectural firms. This how to course is essential for CPAs and other professionals who work with companies that will be bought, sold or merged. Gain a fundamental understanding of the M&A process from a buyer's and a seller's perspective. We'll also discuss valuing an entity, performing due diligence, getting a busines

10/19/2015
When: 10/19/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: James Andersen
Contact: April Deneault
801-834-6634


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Mergers and acquisitions are moving at an ever-increasing pace, especially in the mid-market arena and professional service organizations like accounting, law, engineering and architectural firms. This how to course is essential for CPAs and other professionals who work with companies that will be bought, sold or merged. Gain a fundamental understanding of the M&A process from a buyer's and a seller's perspective. We'll also discuss valuing an entity, performing due diligence, getting a business ready to be sold and structuring a deal from an economic and tax perspective to maximize the benefit to both the buyer and the seller.

Objectives:


    Identify the fundamentals of valuing operating companies and personal service businesses.
    Recognize the market place for buyers and sellers of businesses.
    Determine how to structure deals from both a buyer's and seller's perspective.
    Recall how to perform effective due diligence.
    Determine how to effectively manage the engagement.

  
   

Major Subjects:



    Determining the worth of a business entity and professional service company
    Defining the mid-market company and why it is for sale
    Strategic planning for selling or merging professional service companies
    Intermediaries: Defining the role and making the proper selection
    Selling memorandums
    Due diligence process
    Deal structure from an economic and tax perspective
    Well-defined engagement letters
   

   ‚Äč         

Designed For:

CPAs, attorneys and strategic management consultants.

Prerequisite:  None

Advanced Prep:  None

Speaker: James Andersen

Vendor: CalCPA

Field of Study:   Taxes

Level:  Overview

CPE Credit: 8 Hours

Acronym: BVMA

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

James A. Andersen, CPA/ABV/CFF, ASA is a partner with Hemming Morse, LLP. For nearly 30 years, he has been involved in more than 800 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California. Mr. Andersen's business valuation experience has included assignments for merger and acquisition transactions, buy/sell agreements, dissenting shareholder actions, marital dissolutions, and estate and gift tax. Mr. Andersen is a past chair of the CalCPA's Forensic Services Sections' Business Valuation Section and is a board member of the Forensic Services Section Steering Committee. He also chaired the 2008 AICPA/ASA National Business Valuation Conference. Mr. Andersen is an instructor for both the AICPA and CalCPA Education Foundation on various business valuation, business succession planning, and litigation topics.

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