Master the Merger Process: (1 CPE)
Presenter:
Joe Tarasco - Chief Executive Officer - Accountants Advisory Group
CLICK HERE TO REGISTER - May 3rd @ 1 PM
CPA firm owners should maintain a realistic perspective about the changing marketplace and how it relates to their internal vs. external succession options. It’s important to evaluate the powerful impact that private equity has now and will have in the future. Also, continuously evaluating the market and considering viable succession options for their future, such as traditional M&A transactions, hybrid PE-Traditional deals, PE-Tuck-in, or platform firm-type transactions.
We will discuss the five stages of a deal transaction: preliminary discussions, transactional detail meetings, negotiations, an initial agreement outlined in a memo of understanding or letter of intent, due diligence, and the transaction agreement and signing of the partner/shareholder agreement. We will also discuss determining the best criteria to achieve a successful merger or private equity transaction, which is imperative to making the right decision at the right time to have a successful deal. We will also discuss developing a plan for the transaction and related checklists.
Presenter: Joe Tarasco
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization