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Monday, February 22, 2021 | 03:00 PM EST
1 CPE credit of Finance for all CPAs
1 CPE credit for Certified Management Accountants (CMA)
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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Feb 04, 2021 | 10:00 AM EST View Details
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Feb 09, 2021 | 10:30 AM EST View Details
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Mar 05, 2021 | 10:00 AM EST View Details
form w-4 and other payroll updates
Mar 05, 2021 | 10:00 AM EST View Details
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Mar 05, 2021 | 10:00 AM EST View Details
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When selling your business, there are several advantages to having documents prepared in advance. The mere process of putting these documents together will give you a good overview of your own business and where some of its potential weaknesses lie. As long as the business hasn’t been sold, you can work towards strengthening those areas.
On the buyer side, receiving these documents in a timely and orderly fashion speeds up the M&A process, quickly providing reassurance that what’s under the hood checks out with what the company’s documents show.
This Webinar will focus on the technical aspect of the Merger & Acquisition (M&A) process - the reports and documentation that a prospective seller should have ready to go, or should have ready to easily pull when entering into the M&A process. Buyers are starting from zero when learning about a whole new company, so having everything in writing and on spreadsheets is a key way to ensure a speedy and smooth M&A process.
Key topics:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Founder & CEO, The Accountkeepers
The Accountkeepers is an outsourced bookkeeping firm based in the Triangle region of North Carolina, and we are on a mission: to end the in-house bookkeeper.
We are not your typical outsourced bookkeeping firm. We are the better alternative to hiring an in-house bookkeeper. Instead of identifying, training, and supporting a staff bookkeeper, which most firms aren't well set up to do, you get a dedicated team of local accounting professionals. With The Accountkeepers, you also get a company that leverages automation technology, so you won't pay a fortune for quality and accuracy.
Director of Acquisitions, inDinero
M&A and Corporate Development and former Investment Banking Analyst with a demonstrated history of working in the various industries within the Finance industry. Skilled in Financial Modeling, Deal Sourcing, Time Management, and Teamwork with a Bachelor of Science focused in Finance from Pepperdine University.
inDinero is the parent company of Nomad Financial and a leading provider of outsourced accounting, tax, and CFO services to small and mid-sized businesses of all industries. inDinero helps clients navigate today’s business challenges with expert insights, financial services, and software you need to truly know and grow your business. Each of inDinero’s clients are served by a dedicated team of financial professionals who can provide tailored solutions and advice for any stage of business.
JS
Joe Slaby ,
Feb 23rd 2021
Informative in providing general guidelines towards necessary information to provide in an M&A situation.
KA
Kolade Adeyemo ,
Feb 23rd, 2021
Great experience.
JC
Jeremy Curtis ,
Feb 23rd, 2021
No complaints
JD
JoAnn Dilley ,
Feb 23rd, 2021
This was an excellent comprehensive presentation of what information companies that are looking to be sold will need to produce
RR
Rick Rancourt ,
Feb 22nd, 2021
Thanks
JH
Jason Hart ,
Feb 22nd, 2021
This was great. I wish there was a CPE certificate or something that came with it to make that easier as I would do a lot more of these if that existed/
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