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


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 webinar 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
  • Understand the regulatory issues that impact M&A activity



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.

  • Conducting an effective candidate search process
  • 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
  • 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

Please bring a calculator.


No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: