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