Fundamentals of Merger and Acquisition Transactions 2024

Overview

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

Highlights

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

Prerequisites

None

Designed For

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

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

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).