Mergers & Acquisitions: A Current Guide to Deal-Making Webinar

To give CPAs and other financial professionals a comprehensive overview of mergers and acquisitions. From distinguishing among the various types of M&A activity to complying with the relevant rules and regulations, this course will walk you step by step through the M&A process. It will also delve into important legal, accounting, and tax considerations. 

SPEAKERS: 

Zachary Brecheisen, Partner, JonesDay

Mike Harmeson, Managing Director, BDO

Ganapathy Lakshmynarayan, Managing Director, Protiviti

Vishal Seth, Managing Director, Protiviti

Kevin Wharton, Managing Director, BDO

Bill Witt, Director, Accounting & Transaction Services, MorganFranklin

• Current Trends in Mergers & Acquisitions 
  – State of the M&A market
  – Factors affecting dealmaking
     – Rising interest rates due to inflation
     – Free cash flow being used to pay interest
     – Refinancing too expensive 
     – Private credit continuing to fill the financial gap
  – Political uncertainty and geopolitics 
  – Current negotiation landscape
• Analyzing Expansion
  – Capital budgeting
  – Revenue forecasting
  – Break-even analysis
• Business Combinations and Goodwill
  – Acquisition method accounting
  – Examples and exceptions
  – Equity vs. liability classification
• Business Combinations vs. Asset Acquisitions
  – Key accounting concerns
  – Qualitative screen concept
  – Relevant examples
• Advanced Financial Modeling 
  – Valuation approaches/techniques 
  – Deal model architecture
  – Post-closing accounting and tax considerations

Zachary Brecheisen, Partner, JonesDay

Mike Harmeson, Managing Director, BDO

Ganapathy Lakshmynarayan, Managing Director, Protiviti

Vishal Seth, Managing Director, Protiviti

Kevin Wharton, Managing Director, BDO

Bill Witt, Director, Accounting & Transaction Services, MorganFranklin