Skip to main content

The WSCPA will be closing early at 2:00pm on Friday, May 23 and remain closed through Monday, May 26 in observance of Memorial Day.

Mergers and Acquisitions ON DEMAND

Available Until

Your Desk

19.0 Credits

Member Price $87.00

Non-Member Price $100.00

Overview

This course offers an in-depth exploration of the M&A process from both the buyer’s and seller’s perspectives. It covers the entire spectrum of the acquisition process, including strategy formulation, valuation techniques, due diligence, integration strategies, and the necessary accounting practices under GAAP. The course provides practical knowledge on the types of acquisition strategies, the roles of various players, the legal framework governing acquisitions, and the intricacies of different acquisition structures. The benefit of this online self-study CPE course lies in its comprehensive approach. Participants will learn not only the theoretical aspects of M&A but also practical applications, such as preparing a business for sale, organizing a data room, and understanding the nuances of due diligence. The course also delves into the technicalities of acquisition accounting, offering insights into the valuation of acquisitions and the legal documentation required. By the end of the course, participants will be equipped with a thorough understanding of the M&A process, enhancing their ability to advise on or manage acquisitions effectively, thus leading to more successful and strategic business outcomes.

Highlights

Acquisition strategies. Acquisition process. Regulatory approval. Exit planning, and more.

Prerequisites

None.

Designed For

CPAs, CFPs, and other business and finance professionals.

Objectives

Recognize the types of acquisition strategies that companies engage in, noting their characteristics and expected results. Recognize the players involved and documents used in the acquisition process. Identify components of the seller’s acquisition process, and more.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

Return to Top

Non-Member Price $100.00

Member Price $87.00