Due Diligence & Documentation When Merging CPA Firms Webinar
Mar 21 12:00 - 1:00 p.m.
Online
1-Other CPE Credits
The goal of this session is to give the attendee every opportunity to perform effectively and encompassing due diligence thereby giving any acquisition or merger the best possible success potential. Highlights
*What are the seven (7) Major Focus Areas of Due Diligence? *What is considered the "best practice" process with regard to analyzing the opportunities or lack thereof regarding intangible or non-financial information? *What should be the key focus of due diligence to maximize efficiency and reduce resource utilization? *What due diligence and planning should be performed internally before the external due diligence? *What due diligence is rarely performed but is key to maximum value recognition and realization? *What are the key review metrics that should transition from the process of due diligence into the documentation phase with the result creating the structure of the deal and delivering a more seamless and efficient transaction, if and after the deal is consummated?*
Registration
PICPA Member: $49 Nonmember: $74
More Information
Course No. DDDWM1-032117Level: Intermediate
Prerequisites:
None
Notes
The log-in instructions will be sent by CPA Crossings at least one day before the webinar.
Speaker(s)
Lon Goforth
Lon Goforth
Lon
currently serves as lead executive for Prosperitas Advisors LLC,
an organization providing merger, acquisition, transition, succession and
practice growth strategy consulting services to tax and accounting firms of all
sizes across the U.S.
Lon’s client base ranges from sole practitioners to many of the
Accounting Today Top 100 firms. Lon has acted as the consultant of choice
for merger, acquisition and succession transactions valued at over $800 million
in annual gross billings.
He is a
popular and sought after speaker with regional and national accounting societies
on topics relating to growth merger, acquisition transition and succession
for CPA firms. Lon has developed and delivered hundreds of hours
of continuing professional education (CPE) courses for many state societies
and other regional and national organizations