UPCOMING WEBINAR (1CPE) - DECEMBER 7th, 1 PM
The Merger Process and Merger Negotiation Checklists (1CPE)
Presenter: Joe Tarasco & John Raspante
Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and 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. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with, and the ensuing pre-and post-merger activities, is crucial to a successful merger.
We will present and discuss:
• Developing and implementing a merger strategy and related planning and check lists.
• Determining and agreeing on the best criteria and steps to achieve a successful merger
• Structuring and negotiating the Letter of Intent.
• Structuring and negotiating the details of the merger transaction, the merger agreement and supplementary agreements.
• Determining the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future.
December 7, 2021 01:00 PM Eastern Time (US and Canada)
John F. Raspante, CPA, CDFA, MST
Director of Risk Management of a national boutique agency specializing in professional liability insurance. Company named to the Inc. 5000, list of the fastest growing private companies in America, for the last five consecutive years. We provide professional liability insurance for all non-medical professions with specific expertise in the accounting and financial services industries.
Joseph A. Tarasco, co-founded Accountants Advisory Group, LLC, to assist the leaders of today’s public accounting firms in structuring and managing their practices to increase profitability, maximize value, implement succession planning and achieve long-term success. Joe began his career in the accounting industry with a Big 4 firm and his experience includes 15 years as the managing partner of a 125-person CPA firm based in New York City. In his role as managing partner, Joe was responsible for all areas of the practice, including managing the partner group, marketing, human capital, technology, administration and financial operations. Working closely with CPA firms, Joe assists them achieve higher levels of competitiveness, profitability and longevity. Joe is experienced and insightful in all areas of firm practice management, including succession planning, firm governance, mergers and acquisitions, partner compensation structure, selection of new partners, and much more.
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