Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations Webcast | 4172988C

Date :
December 13, 2017 6:30 AM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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Mergers and acquisitions are moving at an ever-increasing pace, especially in the mid-market arena and professional service organizations such as accounting, law, engineering and architectural firms. This how-to course is essential for CPAs and other professionals who work with companies that will be bought, sold or merged. Gain a fundamental understanding of the M&A process—from a buyer's and a seller's perspective. Also, discuss valuing an entity, performing due diligence, getting a business ready to be sold and structuring a deal from an economic and tax perspective to maximize the benefit to both the buyer and the seller.

Materials are provided as an ebook.


  • Identify the fundamentals of valuing operating companies and personal service businesses.
  • Recognize the marketplace for buyers and sellers of businesses.
  • Determine how to structure deals from both a buyer's and seller's perspective.
  • Recall how to perform effective due diligence.
  • Determine how to effectively manage the engagement.
  • Define mid-market company and why it is for sale.

Major Subjects:

  • Business entity worth
  • Strategic planning for selling/merging
  • Role and selection of intermediaries
  • Selling memorandums
  • Due diligence process
  • Deal structure from an economic and tax perspective
  • Well-defined engagement letters

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Level of Difficulty:
Field of Interest:
Specialized Knowledge


Designed For:

CPAs, attorneys and strategic management consultants.


James A Andersen, CPA/ABV/CFF, ASA
James A. Andersen, CPA/ABV/CFF, ASA is a partner with Hemming Morse, LLP. For over 30 years, he has been involved in more than 800 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California. 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. Andersen is a past chair of CalCPA’s Forensic Services Section’s Business Valuation Section and was a board member of the Forensic Services Section Steering Committee from 2002-2015. He also chaired the 2008 AICPA/ASA National Business Valuation Conference. Andersen is an instructor for both the AICPA and CalCPA Education Foundation on various business valuation, business succession planning, and litigation topics.
Claudia J. Stern, CPA/ABV/CFF

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. Stern’s valuation experience includes dissenting shareholder and partner actions, mergers and acquisitions, family law and estate and gift matters. Her forensic accounting engagements have included breach of fiduciary duty claims, fraud, bankruptcy, alter ego and malpractice actions.

No Agenda or Materials posted.