Due Diligence: Leveraging Today's Innovative Tools & Techniques for Securing a Good Deal Webinar
Overview
Today’s innovative technologies are empowering financial professionals to be more efficient and effective in the due diligence necessary for securing successful transactions. The M&A process has been redefined to ensure greater accuracy in valuations, and for improved decision-making on both the buyer and seller sides of the transaction. This webinar focuses on the full scope of the modern due diligence process, and shows you how to:
- Navigate US and Global Merger Control Regulations and Regimes
- Apply M&A Due Diligence Best Practices that go beyond functional checklists
- Execute Definitive Agreements and Post Closing Activities
- Structure Transactions that Minimize Tax Consequences
Objective
To provide CPAs and other financial professionals with the knowledge and skills to leverage today’s modern tools and techniques in performing successful due diligence. You’ll gain the confidence to apply these tools for securing a good business deal.
SPEAKERS:
Kristen Limarzi, Partner, Gibson, Dunn, & Crutcher
Johnny Montoya, Partner, BDO
Ryan Reents, Operations Leader, Protiviti
Daisy Wu, Counsel, Gibson, Dunn, & Crutcher
Emphasis
- Regulatory Trends in Merger Review
– Domestic and international merger control
– Industries in focus
– FDI key themes - Due Diligence Best Practices
– Importance of completing due diligence correctly
– Categories of due diligence
– Financial
– Operational
– Commercial
– HR and Culture
– Tax
– Legal
– IT/Cybersecurity
– ESG
– Mitigating risks
– Using AI to accelerate due diligence - Administrative Issues in Mergers & Acquisitions
– Overview of M&A timeline and key players
– Preliminary considerations
– Structuring the transaction
– Process and coordination
– Negotiation of Definitive Agreements
– Closing the transaction
– Post Closing Activiites - Tax Implications of Mergers & Acquisitions
– M&A tax basics
– “Step-Up” transactions
– Tax free acquisitions
– Judicial requirements - Advanced M&A Tax and Structuring Strategies
– Deemed asset acquisitions
– LLC “Drop-Down” & F reorganization
– Partnership transactions and structuring
– Section 355 distributions and requirements
– Qualified small business stock
– Post transaction considerations
Speakers
Kristen Limarzi, Partner, Gibson, Dunn, & Crutcher
Johnny Montoya, Partner, BDO
Ryan Reents, Operations Leader, Protiviti
Daisy Wu, Counsel, Gibson, Dunn, & Crutcher
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