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Buying & Selling Businesses: The CPA's Role
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| Date |
October 05, 2010
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| Location | Mahoney State Park, Ashland, NE |
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| Course Time |
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8:30 a.m. to 4:30 p.m. |
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Become the key adviser to a client or employer who's buying or selling a business. Your advice will impact your client for years to come! Lead the team of advisers with a keen overview of the transaction in addition to specific tax and accounting technical advice. Buying and selling a business involves more than calculating a transaction gain or loss - it must be valued, due diligence must be conducted and various stakeholders will be impacted.
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| Course Highlights & Objectives |
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Evaluation of asset-based transactions and purchase-price allocations. Familiarization with the team of advisers involved in the sale of a business and their respective roles. Key legal and transaction documents. Key valuation concepts and the impact of cash flows on fair market determination. Recognition of key sellers and buyer groups and their motivations. Structuring of compensation and payout alternatives. Tax preferences and pitfalls of stock transactions and the consideration of the carryover of tax attributes. The key role of “due diligence” as a thorough review of the company with accompanying checklist for reference.
Participants will be able to: Analyze the gain/loss of asset-based or stock-based transactions; Be familiarized with due diligence procedures and transaction documentation; Identify key buyer groups and the impact of a sale on them; Structure compensation alternatives for buyers and sellers; Understand deal factors and become acquainted with the team of advisers involved with the transaction; and Understand the basics of alternative valuation methodologies. |
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| Who Should Attend |
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| Advisers of closely held businesses, business owners and senior level managers, chief financial officers, bankers, auditors and others responsible for creating proper structure and advising in the purchase, sale or merger of a business. |
| Course Level | Intermediate |
| Prerequisites | Business taxation experience. |
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| Discussion Leader | Peter Towle, AICPA |
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| Additional Information: |
Parking is available on site and lunch is provided. |
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| Fee |
$230 - Society Member
$260 - AICPA or Society Nonmember
$290 - AICPA & Society Nonmember |
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