Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Join
The Accountant's Role in Mergers and Acquisitions 4173281C
Register View Registrations Tell a Friend About This EventTell a Friend
 

Receive an overview of issues one may encounter in assisting clients who are selling or buying mid-size companies. Focus on the accountant advisor's important, though often overlooked, role in drafting and structuring purchase-price adjustment mechanisms, due diligence and accounting for transactions.

 Export to Your Calendar 12/13/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Nancy Rix, CPA, MBA
Contact: April Deneault
801-466-10721


Online registration is available until: 12/13/2017
« Go to Upcoming Event List  

Curriculums:   Accounting and Financial Statements,Business and Industry,Accounting and Financial Statements,Business and Corporate Taxation,Finance, Financial Management. and Controllership,Financial Leadership Forum

NASBA Credit Category:  Accounting

CPE Hours:  8

Description

Receive an overview of issues one may encounter in assisting clients who are selling or buying mid-size companies. Focus on the accountant advisor's important, though often overlooked, 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, major 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 agreement to post-closing operation, focusing on the CPA’s role and ways to help clients.

Materials are provided as an ebook for this course.



Major Subjects

  • 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

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

Level:  Intermediate

Designed For

Accountant advisors.

Advanced Prep:

None.

Prerequisite

Some knowledge of M&A process.

Membership Management Software Powered by YourMembership  ::  Legal