Understanding the Fundamentals of Merger and Acquisition Transactions WEBCAST

Tuesday, May 31 10:00am - 12:00pm PDT

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2.0 Credits

Member Price $159.00

Non-Member Price $209.00

Overview

Gain a fundamental understanding of the mergers and acquisitions process from a buyer’s and a seller’s perspective.

Highlights

  • Valuation
  • Strategic planning
  • Intermediaries
  • Selling memorandum
  • Due diligence
  • Deal structures

Prerequisites

None.

Designed For

CPAs and financial professionals that work in the sale and acquisition of businesses.

Objectives

  • Determine the value of a business entity, including the nuances of valuing personal service companies
  • Decide if your business is ready for sale using strategic planning for selling or merging your business
  • Define the role of intermediaries and make the proper selection
  • Create a meaningful selling memorandum
  • Conduct due diligence from a buyer's and a seller's perspective
  • Understand deal structure from an economic and tax perspective

Preparation

None.

Leader(s):

Leader Bios

Claudia Stern

Claudia Stern is a principal in the Forensic and Financial Consulting Services Group at Hemming Morse. She has worked on numerous business valuations, forensic accounting engagements and economic damages matters involving a wide range of industries.

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James Andersen

James A. Andersen, CPA/ABV, ASA

Jim Andersen is the founding partner of Andersen & Company LLP, a firm of financial consultants and certified public accountants based in Santa Rosa, California. For the past 18 years, Mr. Andersen has specialized in business valuations, mergers and acquisitions, and various litigation support services. During this period, he has been involved in over 600 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California.

Mr. Andersen’s business valuation experience has included assignments for merger and acquisition transactions, buy/sell agreements, dissenting shareholder actions, marital dissolutions, and estate and gift tax.

Mr. Andersen is past chairman of the Business Valuation Committee for the California Society of Certified Public Accountants and is a board member of the Litigation Steering Committee. He is an accredited senior appraiser with the American Society of Appraisers and is an instructor for both the American Institute of Certified Public Accountants and the California Society of CPAs on various business valuation topics. He also serves on the faculty for the Texas Center for the Judiciary.

Mr. Andersen’s recent accomplishments include co-authoring and teaching a course on mergers and acquisitions for the California Society of CPAs, and he is in the process of publishing a new course and book for the California Education Foundation entitled Business Valuation and Succession Planning-A Practical Approach to Value Enhancement and Business Transfer Issues, to be released and taught in the fall of 2003.

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Non-Member Price $209.00

Member Price $159.00