Navigating Mergers and Acquisitions with AI: The Future of Deals WEBCAST
Overview
Mergers and acquisitions can be complex, risky, and filled with unexpected challenges—but they don’t have to be overwhelming. This course provides a clear and practical overview of the M&A process, helping professionals understand the critical stages of evaluating opportunities, structuring deals, conducting due diligence, and navigating post-transaction integration. Participants will learn practical techniques that help organizations avoid the common traps that derail many transactions while improving the likelihood of successful outcomes. The session also explores how emerging AI tools are beginning to enhance deal analysis, uncover deeper insights, and support better decision-making throughout the M&A process.
Highlights
Strategic reasons for mergers and acquisitions. Establishing acquisition principles and target criteria. Business valuation in the M&A process. Structuring the transaction and negotiating the deal. Conducting effective due diligence. Post-transaction integration and deal success.
Prerequisites
None.
Designed For
All CPAs.
Objectives
Identify strategic reasons organizations pursue mergers and acquisitions and evaluate whether acquisition strategies align with broader organizational goals. Analyze potential acquisition targets by applying acquisition principles, screening criteria, and emerging AI-supported research tools to identify viable opportunities. Evaluate business valuation approaches used in mergers and acquisitions, including balance sheet, earnings, and cash-flow methods. Recognize common negotiation challenges and transaction structures encountered in M&A deals and identify practical techniques to avoid common traps. Assess key due diligence findings and integration considerations while recognizing how AI tools may enhance data analysis and decision-making throughout the M&A process.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
James Lindell, Thorsten Consulting Group Inc
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. . Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”. James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers. James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.
Non-Member Price $179.00
Member Price $149.00