March 17, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: The Accountant's Role in Mergers and Acquisitions

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

Description

Review issues professionals encounter in assisting clients who are selling or buying mid-size companies. Examine the accountant advisor's essential 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, significant 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 agreements to post-closing operations, focusing on the CPA's role and ways to help clients.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Accounting & Auditing
8

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

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Financial and accountant advisors.

Prerequisites

Some knowledge of M&A process.

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

Notes

Manager/Senior Manager; Director; Executive/VP; C-Suite; Sole Practitioner; Board

Related Courses