Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.

This course will analyze the M&A transaction process with a focus on

• areas where a company’s CPA plays a critical role and can add value including preparing a company for sale
• understanding value drivers and detractors to evaluate pricing
• transaction structures
• buyer and seller negotiating points
• pitfalls to avoid
• strategies to add value

Learning Objective(s): Participants will understand

• best practices to prepare a company for sale to maximize value
• the difference between strategic and financial (private equity) buyers and what each is looking for
• how to identify differences between stock and assets sales and strategies to address issues with each
• the steps in the sales process and how to add value to each
• tax planning nuances
• key legal documents and the importance of each

Prerequisites: The method of presentation is group-live instruction and the program level is intermediate.  There are no prerequisites for this course nor is there any advanced preparation required. A basic level of M&As is helpful.

Lunch included