A CFO or Controller never knows when they will be thrown into the M&A process. This course will make the Due Diligence component of M&A easy to understand and easy to implement within your organization or your clients’ organization. The course will provide a brief overview of the M&A process. Focus will then be placed on understanding and conducting the due diligence that is required. Whether your organization is acquiring or being acquired, you will learn practical techniques to conduct Due Diligence.
CPAs in public practice and industry
Understand the M&A process from start to finish. Learn the purposes of the Due Diligence process. Learn to identify areas or items that impact the organization value. Understand Due Diligence well enough so that you could lead a due diligence team.
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects.
James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. .
Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.
James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers.
James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.
Non-Member Price $159.00
Member Price $129.00