Quality of Earnings Engagements & Analysis
Arguably no document is more important during the transaction process than the quality of earning (QoE) report. The course also emphasizes the accountant’s role in preparing or reviewing QoE reports during mergers, acquisitions, or investor due diligence. Learn the process for developing, selling, and completing this deliverable. As part of this course, we will also review case studies to help sharpen critical thinking, reconciliation and communication skills. ​​
​
COURSE #MA-103 | ONLINE GROUP LEARNING | 2 - 50 MIN SESSION | 2 CPE CREDITS
During this training, participants will:
Review Structure
Review the basic structure of a quality of earnings report, including key terminology, areas of consideration, and presentation.
Analyze Data
Learn how to analyze revenue streams, normalize EBITDA, and identify red flags that could impact valuation or deal terms.
Conflict Resolution
Discuss options for how to help your client resolve disagreements that may arise as a result of the QoE analysis or report.
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 Crain's Chicago.
scroll
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.