| CPA Firm Merger Process and Negotiation Checklists |
| July 21, 2020 @ 1-1:50pm ET |
| Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. A successful merger must have a plan to guide the transaction and related checklists helping firms select the best firm to partner with and to determine the ensuing pre-and post merger activities. |
| Who Should Attend |
- Partners
- Managers
- Those involved in M&A
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| Learning Objectives |
- Learn to develop and implement a merger strategy and related planning/checklists.
- Explore how to determine and agree on the best criteria and steps to achieve a successful merger.
- Learn how to avoid the risk of a terminated transaction after many months of discussions by properly planning and structuring the sensitive deal terms.
- Explore a comprehensive Letter of Intent,- identifying deal breaker issues, and dissenting partners and traps early in the negotiation stages.
- Structuring and negotiating the details of the merger transaction, the merger agreement and supplementary agreements.
- Determine the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future.
- Learn what you need to know whether you're a buyer or seller.
- Understand how the terms drive the valuation.
- Learn how to do an initial screen on a potential candidate and save a lot of time.
- Learn why it's all about people and less about the numbers.
- Learn how to organize, plan, and structure a merger transaction.
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REGISTER - All members attend all webinars FREE!
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.