The Reports & Documents You Need for Mergers & Acquisition (M&A)

4.4 (111)

Natasha Goldstein

The Accountkeepers

Monday, February 22, 2021 | 03:00 PM EST

  • CPA Canada
  • CMA
  • CPA

1 CPE | 1 CPD


Subject Area


Webinar Qualifies For

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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Course Description

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: 

  • The kinds of reports and documents that should be ready when first finding buyers. 
  • What to give those potential buyers at the front end to initiate an efficient conversation.
  • What to expect going forward from an interested buyer and the kind of reports or documents they may request to look further into your company as an investment.

Learning Objectives

  • To provide accountants and other financial professionals a comprehensive overview of documents and reports required for Mergers and Acquisitions.
  • To provide a comprehensive guidance about the type of information that an investing company may seek in a Merger or Acquisition.

Who Should Attend?

  • Finance Pros
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Finance Director
  • Senior Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Certified Financial Planner





Informative in providing general guidelines towards necessary information to provide in an M&A situation.


Great experience.


No complaints


This was an excellent comprehensive presentation of what information companies that are looking to be sold will need to produce




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/