Mergers and Acquisitions: Tricks, Traps and Terrors
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Virtual
Member Price $219.00
Non-Member Price $309.00
Overview
You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-9283. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients. The course will provide an intensive overview of the M&A process. The focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.
Highlights
Tricks Culture Integration Improve Success rate Hidden Resources Traps Negotiating Mistakes Due Diligence Pitfalls Warranties and Reps Terrors Troubled Companies Management Continuation Family Businesses
Designed For
You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-9283. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
Whether you are a novice to M&A or have completed many projects, this course will challenge and educate. The course will address the operational perspective of how to make transactions work within the cultures of existing organizations.
Objectives
Understand the M&A process from start to finish. Understand the reasons companies pursue M&A as a strategy. Learn to identify candidates for M&A. Learn to prepare a company for potential sale. Learn how companies are valued. Understand the proper use of Due Diligence. Understand the human impact to staff, buyers, sellers and survivors.
Preparation
None
Leader(s):
Leader Bios
James Lindell, American Institute of CPAs
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. 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”.
Non-Member Price $309.00
Member Price $219.00