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 provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.