If you ever wanted to know the mechanics of buying, selling or merging companies, this course offers key insights into the transaction marketplace. This material is aimed at a broad audience of business owners, senior managers, chief financial officers, advisors to closely held businesses, bankers, auditors and attorneys. Business transactions are marquee events in the history of most closely held businesses, and therefore, demand inordinate attention to detail and process.
DESIGNED FOR
Managers and partners in public accounting who assist clients with complex business acquisitive or divisive transactions.
BENEFITS
- Establish transaction strategy and structure
- Apply an effective process to establish transaction price
- Master the common elements in negotiated transactions
- Get better results through comparing asset and stock transactions
- Save a business for its employees or for the family
HIGHLIGHTS
- Due diligence procedures and inquiries
- Transaction valuation fundamentals
- Negotiation strategies
- Reviewing terms of the deal
- Deal structure
- Tax issues for stock-based transactions
- Tax issues for asset sale/purchase transactions
- Transaction costs and tax treatment
- Tax effects of acquisitive reorganizations
- Tax effects of restructuring reorganizations
- Transactions between family members
- Uses of an ESOP and related tax impact
COURSE LEVEL
Advanced
PREREQUISITES
Experience in business taxation and mergers & acquisitions.
ADVANCE PREPARATION
None
ADDITIONAL NOTES
- *AICPA members deduct an additional $30 from applicable price.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.