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The Accountant's Role in Mergers and Acquisitions WEBCAST

Friday, July 22 8:00am - 4:00pm PDT

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Your Desk

8.0 Credits

Member Price $299.00

Non-Member Price $399.00


Review issues professionals encounter in assisting clients who are selling or buying mid-size companies. Examine the accountant advisor’s essential role in drafting and structuring purchase-price adjustment mechanisms, due diligence and accounting for transactions. Review considerations such as buyer/seller perspectives and preferences, letters of intent, significant components of definitive purchase agreements, and the high-level tax considerations of buyers/sellers-including the implications of Section 338(h)(10) elections. Explore the M&A process from non-disclosure agreements to post-closing operations, focusing on the CPA’s role and ways to help clients.


The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.


Some knowledge of merger and acquisition process.

Designed For

Financial and accountant advisors.


Recognize the merger and acquisition process and the accountant’s role. Determine how deal drivers present opportunities for client service. Evaluate critical deal points and terms. Determine how to plan and execute an effective due diligence process.






  • Nancy Rix

Non-Member Price $399.00

Member Price $299.00