Mergers and Acquisitions: Fundamentals Of Acquiring Or Selling Mid-Market Companies And Professional Service Organizations | 4192988A CANCELED

Date :
June 27, 2019 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Conference Room C - Burlingame
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, MCLE 6.50
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Gain an understanding of the M&A process from a buyer's and a seller's perspective. Learn about preparing a business for a sale and structuring a deal from an economic and tax perspective to maximize benefits for both parties. The recently enacted tax law will be discussed in detail and how some of the new provisions impact decisions regarding deal structures and entity considerations.

Mergers and acquisitions continue to move at an ever-increasing pace, especially in the mid-market arena and with professional service organizations such as accounting, law, engineering and architectural firms. This how-to course is essential for accountants, finance professionals and attorneys who work with companies that will be bought, sold or merged and will provide guidance on getting an organization ready for sale with all of the necessary steps to ensure the greatest likelihood of a successful sale or transition.

Formerly titled: Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations

Materials are provided as an ebook.


  • Define a mid-market company and why it is for sale.
  • Recognize the marketplace in various industries for buyers and sellers of businesses.
  • Identify the fundamentals of valuing operating companies and personal service businesses.
  • Determine how to structure deals from both a buyer's and a seller's perspective, including the impact of the new 2018 tax reform bill.
  • Discuss the importance of due diligence on both the buy and sell side to ensure a successful transaction.

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

Knowledge in business valuation and finance recommended.

Designed For:

CPAs, attorneys and strategic management consultants.


James A Andersen, ABV, ASA, CPA
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, ABV, CFF, CPA, 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.


  • Materials - Hardcopy Textbook
  • Materials - ebook