Overview:
Having a solid understanding of the merger and acquisition process is a must in today’s economic environment. Designed to ground financial professionals in the mechanics of corporate deal-making, this timely seminar will show you how to:
- Value a potential target
- Conduct an effective due diligence process
- Structure and close the transaction
- Evaluate the tax implications of different acquisition strategies
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Understand the regulatory issues that impact M&A activity
Objective:
To give accountants 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 also provides an overview of the important legal, accounting and tax considerations.
Emphasis:
- Conducting an effective candidate search process
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Buy side activities, motivations, and objectives
– Stand alone investment vs. synergistic strategy -
Sell side activities and motivations
– Pre-sale preparation and strategies
– Information/Offering Memorandum -
Valuation issues
– Modeling
– Acquirer’s internal approval process to proceed -
Due diligence
– Drafting a Letter of Intent
– Requesting information
– Creating an effective team
– Planning, conducting and reporting due diligence -
Contract and close
– Elements of the agreement
– Supporting documents - Tax considerations
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Acquisition (purchase) accounting
– Determining the cost of an acquisition
– Financial reporting of an acquisition -
Public Company Acquisitions
– SEC/Regulatory requirements
– SEC financial reporting requirements
– Antitrust regulations