December 13, 2017 9:30am – 5:00pm Map & Directions 800-922-5272

The Accountant's Role in Mergers and Acquisitions

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


Receive an overview of issues one may encounter in assisting clients who are selling or buying mid-size companies. Focus on the accountant advisor's important, though often overlooked, role in drafting and structuring purchase-price adjustment mechanisms, due diligence and accounting for transactions. Review considerations such as buyer/seller perspectives and preferences, letters of intent, major components of definitive purchase agreements, and the high-level tax considerations of buyers/sellers—including the implications of Section 338(h)(10) elections. Explore the M&A process from non-disclosure agreement to post-closing operation, focusing on the CPA’s role and ways to help clients.

Materials are provided as an ebook for this course.


CalCPA Live Online Webcast
1800 Gateway Dr Ste 200
San Mateo, CA 94404-4072

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):
Accounting & Auditing


  • 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

Course Level



CalCPA Education Foundation More With This Vendor

Designed For

Accountant advisors.


Some knowledge of M&A process.


  • 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