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Thursday, October 24, 2024 Live Webcast

Mergers and Acquisitions: Tricks, Traps and Terrors (E2410292)

1:00 PM - 4:30 PM EDT

Registration: 12:30 PM EDT

webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients. The course will provide an intensive overview of the M&A process. The focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

DESIGNED FOR

Whether you are a novice to M&A or have completed many projects, this course will challenge and educate.

BENEFITS

  • Understand the M&A process from start to finish.
  • Understand the reasons companies pursue M&A as a strategy.
  • Learn to identify candidates for M&A.
  • Learn to prepare a company for potential sale.
  • Learn how companies are valued.
  • Understand the proper use of Due Diligence.
  • Understand the human impact to staff, buyers, sellers and survivors.

HIGHLIGHTS

Tricks

  • Culture Integration
  • Improve Success rate
  • Hidden Resources

Traps

  • Negotiating Mistakes
  • Due Diligence Pitfalls
  • Warranties and Reps

Terrors

  • Troubled Companies
  • Management Continuation
  • Family Businesses

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA

Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

PRICING

$199.00 - Member

$274.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

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