The CPA’s Role in Buying or Selling a Business

Date: November 18, 2016 Time: 1:00 pm - 4:35 pm EST CPE: 4 Format: Webcast
EVENT DESCRIPTION

Become the key adviser to a client or employer who’s buying or selling a business. Your advice will impact your client for years to come! Lead the team of advisers with a keen overview of the transaction in addition to specific tax and accounting technical advice. Buying and selling a business involves more than calculating a transaction gain or loss – it must be valued, due diligence must be conducted, and various stakeholders will be impacted.
Topics Discussed:
• Transaction basics
• Due diligence
• Asset versus stock based transactions
• Transaction terms
• Buyer and seller best practices

LEARNING OBJECTIVES
Recognize the team of advisers involved with the transaction.
Recall key points related to due diligence procedures and transaction documentation.
Analyze the three principle approaches to valuation of a business.
Identify key buyer groups and the impact of a sale on them.
Determine compensation alternatives for individual buyers and sellers.
MAJOR TOPICS
Transaction basics Due diligence Asset versus stock based transactions Transaction terms Buyer and seller best practices
EVENT DETAILS
CPE FIELD OF STUDY
Taxes (4 Credits)
INSTRUCTOR(S)
Pamela Davis-Vaughn
COURSE LEVEL
Intermediate
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