This presentation will explore the critical role the accountant plays in representing the business owner in an M&A sale transaction from the perspective of the M&A attorney.
DESIGNED FOR
All accounting and finance professionals who advise in merger and acquisition activities
BENEFITS
-Be able to achieve the most beneficial outcome for the sellers – from due diligence to preparation of critical financial and legal documents to post-sale tax planning matters.
-Effectively work with attorneys throughout the multi-phase merger and acquisition process.
HIGHLIGHTS
- Learn how to work with attorneys and achieve the maximum sales price.
- Understand your critical role in assisting attorneys through the due diligence process, preparing and defending Quality of Earnings reports, as well as preparation of critical documents such as the Confidential Information Memorandum and Letter of Intent and Purchase Agreement. (allocation of purchase price)
- Recognize how you will work with the entire deal team, typically comprised of varied professionals at every phase of a business sale.
- Hear about the ongoing role you will play post-sale, including long-term tax planning for the seller –- managing proceeds, earn-outs, etc.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None