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Date / Time / Location

Friday, June 29, 2018
8:30 AM - 4:30 PM
Registration: 8:00 AM

The Mansion on Main Street3000 Main Street
Voorhees, NJ 08043
856-751-1717

CPE Credits

  • 8.00 CPE Credits in AA

Pricing

  • $279.00 - Member
  • $379.00 - Non Member

Course Developer

Also Available On

This program is designed to help individuals from first time buyers to veteran entrepreneurs navigate the acquisition process. It discusses practical ideas on finding potential targets, letters of intent (LOIs), the due diligence process, building the business case financial model, obtaining proper financing, negotiating the deal documents, and integration of the acquired entity. The course will cover how to build a plan, execute the acquisition process, and lead a team to be a successful acquirer of other business entities to grow revenue and enhance net income.

Designed For

CFOs, VPs of Finance and CPA advisors to assist business owners in the acquisition process of buying or selling a business.

Benefits

Participants will be able to lead their company through the entire merger or acquisition process after the completion of this course.

Highlights

  • Finding prospective targets
  • Initial purchase price negotiation process
  • LOIs – getting more formal
  • Entity purchase vs. asset purchase deals
  • Due diligence – not just the numbers
    • Numbers
    • Physical assets and buildings
    • Patents and other legal issues
    • Environmental testing and protecting yourself
    • Insurance
    • Human resources, employee benefits and pay structures
    • Sales and marketing
    • Sight visits and other investigative procedures
    • Confirm production capacity
    • Dealing with leaked information and non-disclosure agreements
  • Return on investment model – what to pay for and what not to pay for
  • Financing the transaction
  • Deal documents
  • Financing documents
  • Purchase accounting and goodwill entries, including step acquisitions
  • Having an integration plan

Prerequisites

Basic knowledge of business acquisition accounting. Basic knowledge of business acquisition accounting Basic knowledge of business acquisition accounting.

Advance Preparation

None

Additional Notes

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received - remember to check back for updates.
Event Cancelled

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Mark Mishler

Mark D. Mishler, CPA, CMA
Vital Signs, Inc.

Mark D. Mishler, CPA, CMA, licensed as a CPA in Ohio, has been a discussion leader and has authored courses for Loscalzo Associates Ltd. for five years. Mark’s career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer global finance and operating leadership roles with publicly traded and private equity companies. His prior companies include Breeze-Eastern, General Electric Healthcare, Fedders Corporation, Amcast Industrial Corporation, Witco, Siemens Medical, Dun & Bradstreet, and WR Grace. With more than 29 years’ experience in finance and accounting for global public manufacturing companies, Mark secured debt and equity financing, as well as wrote SEC Form S-1 and presented at equity road shows for an IPO. He led global information technology enterprise systems implementations, and developed and implemented activity-based costing. Mark managed finance and accounting for 40 plants in 30 countries simultaneously and led due diligence, negotiation, structuring, valuation, and integration for more than 25 acquisitions. Mark leads financial planning and analysis, budgeting and forecasting; ensures financial integrity and regulatory compliance; partners with operating managers to improve profitability and cash flow, and optimize the balance sheet; raises debt and equity capital, and develops stakeholders’ confidence in the company. Functionally, he managed finance, financial and managerial accounting, auditing, treasury, tax, SEC reporting, SOX compliance, information technology, human resources, strategic planning, and risk management, including currency, raw materials, and interest rate swap hedging. Mark has been an Adjunct Professor of Accounting and Finance for 19 years, teaching at graduate and undergraduate levels. He has taught CMA review, graded the CMA exam, and written questions for the CPA exam. He has been published in finance and accounting journals, most recently in the December 2015 Journal of Accountancy writing about foreign currency’s impact on operating performance. In 2014, he was a finalist for New Jersey Biz magazine’s CFO of the Year. Mark earned two bachelors’ degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan. He is a Certified Public Accountant and a Certified Management Accountant.

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Event Cancelled

We are sorry to inform you but this event has been cancelled.