Fundamentals of Merger and Acquisition Transactions 2024 (2 hours)

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

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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!