Helping Your Clients Prepare for Sale
Most entrepreneurs sell a business once. It can be a confusing and emotional time for a business owner, and provides an important opportunity for you to act as a trusted advisor. During this course will will go guide you through the process of preparing for sale, including valuation fundamentals, due diligence readiness, and optimizing key financial metrics. It also covers the accountant’s role in ensuring clean financials, identifying deal risks, and supporting negotiations to maximize sale value.
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COURSE #MA-102 | ONLINE GROUP LEARNING | 50 MIN SESSION | 1 CPE CREDIT
During this training, participants will:
Review Process
We will review the basic process for preparing a business for sale, including a financial readiness checklist and key diligence.
Review Process
We will cover an accountant's role in making sure the financial statements are in good condition and the business is prepared to handle financial diligence.
Identify Opportunities
We will discuss some often ignored advisory you can provide to help your clients find the right buyer and achieve the best sale.
Program Details
Fields of Study:
Program Level:
Prerequisites:
Advanced Preparation
Delivery Method:
Presenter:
Reviewer:
Transaction advisory, Mergers, Acquisitions
Intermediate
Appropriate for manager and above
No preparation needed
Blended learning
Michael Kidd, CPA
Ann Kidd
PRESENTER:
Michael Kidd
Michael Kidd leads the Transaction Advisory Service practice at Mowery & Schoenfeld where he is a member of the Management Team. Michael is a regular speaker at many of the nation's top universities including Harvard, MIT, and University of Chicago, where he shares his expertise in mergers and acquisitions. Michael was named as as a 40 under 40 CPA by Practice Advisor and a 2024 Notable Leader in Accounting by Crains Chicago.
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WHY CONTENT CPA
The Content CPA team started together as an in-house marketing and training team for an accounting firm with an aggressive (and successful) growth plan. Today, we are bringing relevant training and marketing support to this industry. All of our CPE must meet three critical requirements. It must be engaging. It must build skills critical for growth. It must applicable to real-world accounting challenges.
Content CPA is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.