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Mergers & Acquisitions Part 1: The Accountant's Role 2024

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Webcast

4.00 Credits

Member Price $159.00

Non-Member Price $209.00

Overview

Are you assisting clients who are selling or buying mid-size companies? We’ll examine the accountant advisor’s essential role in drafting and structuring purchase-price adjustment mechanisms, due diligence and accounting for transactions. We’ll also review considerations such as buyer/seller perspectives and preferences, letters of intent, significant components of definitive purchase agreements, and the high-level tax considerations of buyers/sellers-including the implications of Section 338(h)(10) elections. Get ready to explore the M&A process from non-disclosure agreements to post-closing operations, focusing on the CPA’s role and ways to help clients. Be sure to register for both courses in this series: Mergers & Acquisitions Part 1: The Accountant’s Role Mergers & Acquisitions Part 2: Financial Accounting

  • Course Instructor: Nancy Ann Rix
  • Highlights

    • The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow
    • Working capital adjustments and balance sheet due diligence
    • The impact of contemplated pricing, earn-outs and holdbacks
    • The deal timeline and flow of information
    • Understanding the terms and structure that fit the buyer and seller objectives
    • Tax and financial accounting treatment of select issues

    Prerequisites

    Some knowledge of M&A process.

    Designed For

    Financial and accountant advisors.

    Objectives

    • Recognize the M&A process and the accountant's role
    • Determine how deal drivers present opportunities for client service
    • Evaluate critical deal points and terms
    • Determine how to plan and execute an effective due diligence process

    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.

    Non-Member Price $209.00

    Member Price $159.00