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

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

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

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.

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.

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Natasha Goldstein

Founder & CEO, The Accountkeepers

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.

About Instructor

James Brennan

Director, The Accountkeepers

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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.

Ratings and Review

4.4

Excellent

Very Good

Average

Poor

Terrible

Joe Galea, CPA (US)

I have bought a few businesses in the past and the instructors' checklists and recommendations align well with the real world. I do not work for an accounting firm and the business that I am a CFO of will not be selling any time soon.

Marlene Baker, CPA (US)

The Webinar was very interesting and brought up good points to be aware of in case one was thinking of selling their company. All of the due diligence and reports necessary was eye opening.

Jason Hart, CPA (US)

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/

Joann Dilley, CPA (US)

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

Eugene Martin, CPA (US)

Very informative as I plan sell my practice this year information will be helpful in making a smooth transfer

1 Credit

Add to Watchlist

Subject Area

Finance

Completed

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

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

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Natasha Goldstein

About Instructor

James Brennan

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Joe Galea, CPA (US)

Marlene Baker, CPA (US)

Jason Hart, CPA (US)

Joann Dilley, CPA (US)

Eugene Martin, CPA (US)

Subject Area

Recommended Webinars

Working Capital: Cash and Credit Management

Valuation Varieties: Dissecting Deal, Other, and Transaction Values

Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)