The Accountant's Role in Mergers and Acquisitions Webcast | 4193281B

Instructors

Date :
May 21, 2019 8:30 AM - 4:00 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Intermediate
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00, AA 8.00
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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 agreement to the post-closing operation, focusing on the CPA’s role and ways to help clients.

Materials are provided as an ebook for this course.

Objectives:

  • Recognize the M&A 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

Major Subjects:

  • 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

Advanced Prep:

None.

Misc. Information:

This course will adjourn at 4 p.m.

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Sponsors

Supporting
Level of Difficulty:
Intermediate
Field of Interest:
Accounting
Prerequisites:

Some knowledge of M&A process.

Designed For:

Financial and accountant advisors.

Instructors

Nancy Ann Rix, CPA
Nancy Rix is a partner at Dickerson Rix & Company, LLP, a full-service audit and tax firm in San Diego. A former senior manager at Ernst & Young and PWC, Nancy works with clients in a variety of industries, including distribution, health care, manufacturing, and non-profit. Nancy is a CPA, has an MBA from the University of Chicago, is a member of the AICPA and the California Society of Certified Public Accountants, is a member of the CalCPA state AP&AS committee, and is a speaker on various A&A topics, including revenue recognition.
No Agenda or Materials posted.

Sponsors

Corporate Finance Associates
Supporting

Sponsors