The process of locating, acquiring, and integrating another company is often fraught with difficulties, resulting in many failed acquisitions. Similarly, the seller of a business may not know how to market it properly or determine if a fair price is being offered. This course presents a complete view of the acquisition process from the perspectives of the buyer and the seller. Mergers & Acquisitions: A Comprehensive Guide describes all of the steps in the acquisition process, with an emphasis on strategy, valuation, due diligence, integration, and acquisition accounting.
Acquisition Strategies. Acquisition Process. Regulatory Approval. Exit Planning. The Data Room. Synergy Analysis. Hostile Takeover Tactics. Due Diligence. Payment Structure of the Acquisition. Legal Structure of the Acquisition. Acquisition Documents. Acquisition Integration. Accounting for Acquisition. Reverse Mergers.
CPAs, CFPs, and other business and finance professionals.
Recognize the types of acquisition strategies that companies engage in, noting their characteristics and expected results. Recognize the players involved and documents used in the acquisition process. Identify components of the seller’s acquisition process. Identify the laws and regulations under which the government reviews proposed acquisitions. Cite the concepts of the failing company doctrine. Recognize the activities that can be engaged in to prepare a business for sale, as well as the reasons for selling. Identify the elements and organization of a data room, citing applicable problems and advantages. Specify the different types of acquisition valuation methods, the variability of their results, and why a detailed valuation is of such interest to the seller’s board of directors. Identify the role of discounted cash flows, noting their associated formulas and play in valuation, and more.
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $459.00
Member Price $399.00