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Mergers & Acquisitions: Strategies for Financial Professionals to Add Value in the Current Marketplace

July 31, 2018 @ 11:30 am - 1:30 pm SA CPA Training Center $50.00 – $92.50
Course Number: 2018073122

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



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July 31, 2018
11:30 am - 1:30 pm
$50.00 – $92.50
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Joe Struble, JD, Associate, Clark Hill Strasburger PLC & Christi Rohmer, CPA, MBA, Certified M&A Professional


SA CPA Training Center
901 NE Loop 410
San Antonio, TX 78209 United States
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(210) 828-2722