Course ID: MABC

Accounting, Tax and Business Considerations of M&A Transactions


For those professionals who need to understand the accounting and tax ramifications of merger and acquisition transactions. Attendees will be able to draw upon the real-life experience of the presenters from a myriad of merger and acquisition transactions and use those experiences to further their knowledge in the M&A area.


LEARNING OBJECTIVES
  • Upon completion of this course, participants will be able to:
  • Understand the process of merger and acquisition transactions from the investigation stage through the execution stage.
  • Understand the business aspects of certain types of merger and acquisition transaction from both the Buyer and Seller’s perspective including the difference between a taxable and nontaxable transaction.
  • Become conversant with deal structure and the typical agreements associated with same
  • Identify the key accounting and tax issues surrounding business combinations in order to provide value to your client/organization.

MAJOR TOPICS

1. Key concepts
2. Valuation issues
3. Acquirer structure considerations
4. Seller structure considerations
5. Character of taxable proceeds
6. Contingent purchase price arrangements
7. Utilizing compensation arrangements and earnout payments
8. Private company alternative
9. Book-tax basis difference
10. Deferred tax consequences


DESIGNED FOR
This course is designed for accounting professionals engaged in assisting their clients or organization in accounting, tax and reporting for merger and acquisition transactions.

PREREQUISITES
Experienced Senior Accountant and above.

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
4.0

LEVEL
Intermediate

This course is available to be scheduled as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org