Mergers & Acquisitions Track
​Designed to support one of the fastest areas of firm growth, this track is for growing leaders (manager to director) hoping to learn more about Transaction Advisory. Each session provides up to 2 hours of CPE credit, with up to 10 hours upon completion.
All session are presented in a live webinar format, with an open Q&A following the prepared learning. On-site training can be arranged for an additional fee. Participants will receive a digital workbook for each session, a recording of the completed presentation, and a certificate after the session is complete.
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​$3,000 for one membership, per year
$5,000 for two memberships, per year
1
A Primer on the M&A Process
This session will go over the role accountants plan in each step of the M&A process. It is a must-attend course for anyone looking to start their career in or launch a transaction advisory practice. This session will include the evaluation of real-world case studies.​
2
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 essential financial checklist, as well as potential pain points and opportunities when assisting with a business sale.​​
3
Arguably no document is more important during the transaction process than the quality of earning report. 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. ​​​
4
Helping clients navigate the nuances of a purchase agreement provides a great deal of value. In this course, you will learn about the basic structure of a purchase and sale agreement, as well as the typical key accounting and tax clauses that could impact your client. ​​
5
Net Working Capital is a critical, and often misunderstood, component of a business transaction. In this course, we will discuss the concept of working capital, how it impacts an M&A transaction, and how buyers and sellers may view this key component differently.​