Explore the critical role the accountant plays in representing the business owner in an merger or acquisition transaction from the perspective of the M&A attorney. Also learn key points regarding 21st-century data and cyber threats including ransomware, cyber threats, hacking, social engineering and ways to protect yourself and your business.
DESIGNED FOR
- Accounting professionals who advise in merger and acquisition activities
- Accounting professionals who need to keep up to date on cybersecurity best practices
BENEFITS
- Understand how to achieve the most beneficial outcome for the sellers in an M&A transaction – from due diligence to preparation of critical financial and legal documents to post-sale tax planning matters.
- Learn how to effectively work with attorneys throughout the multi-phase M&A process.
- Understand how to protect sensitive financial information, client data and confidential documents from cyber threats like hacking, data breaches and malware attacks.
HIGHLIGHTS
M&A Transactions:
- Learn how to work with attorneys and achieve the maximum sales price.
- Understand your critical role in assisting attorneys through the due diligence process, preparing and defending Quality of Earnings reports, as well as preparation of critical documents such as the Confidential Information Memorandum and Letter of Intent and Purchase Agreement (allocation of purchase price).
- Recognize how you will work with the entire deal team typically comprised of varied professionals at every phase of a business sale.
- Hear about the ongoing role you will play post-sale, including long-term tax planning for the seller (e.g., managing proceeds, earn-outs)
Cybersecurity:
- Review statistics, including how often a hacker attack occurs, the percentage of attacks against small businesses, and the most expensive and common types of stolen information in an attack.
- Define ransomware attacks, phishing and social engineering.
- Learn ways to keep your personal life and business protected.
- Understand how to safeguard the integrity and confidentiality of financial records, ensuring compliance with regulations and maintaining trust with clients.
- Learn how to prevent financial fraud, identity theft and other cybercrimes that could harm the reputation and financial stability of CPAs and their clients.
- Enhance your professional credibility, mitigate risks and safeguard clients' financial wellbeing by prioritizing cybersecurity.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None