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.
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.
Natasha Goldstein has 14 years of experience in impact investing, social entrepreneurship and corporate finance. In September 2017 Natasha took the social entrepreneurship leap for the second time and launched The Accountkeepers, a for-profit B Corp accounting company based in Chapel Hill, North Carolina aiming to change the social contract between employers and employees in America. In August 2019 The Accountkeepers was acquired by the national firm inDinero, and Natasha is leading their effort to become a flexible employer. From 2013 to 2017, Natasha was the Managing Director and Chief Financial Officer of MCE Social Capital, a global impact investing fund with $60+ million invested in 35 countries. At MCE Natasha was responsible for raising $20 to $25 million annually in impact investing capital from both institutional and individual impact investors, as well as all financial and operational aspects of the fund. From 2016 to 2017 Natasha was also the Social Entrepreneur in Residence at Launch Chapel Hill, a startup accelerator based out of the University of North Carolina (UNC) working to accelerate social enterprises. She sits on the Board of several social enterprises in New York City and North Carolina. Prior to joining MCE in 2013 Natasha started LIFT Investments, a social enterprise in Kenya and raised approximately $100,000 in initial start up capital from impact investors. Prior to this, Natasha was an investment banker at UBS Investment Bank. Natasha has a Bachelors of Commerce from Queen’s University and an MPA from Columbia University.
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.
About Co-Presenter
James Brennan
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.
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
Testimonial
4.4
(111)
50%
45%
4%
2%
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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/
