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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.

Objectives

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

Who Will Benefit

CFOs, VPs of Finance, CPAs, accountants, and financial professionals who assist business owners in the acquisition process of buying or selling a business.

Credits

Category Amount
Finance 8.00
Yikes, the time is near. Please call NMSCPA at (505) 246-1699 to register.

Leaders

  • Mark D. Mishler

    Mark D. Mishler, licensed as a CPA in Ohio, has ten years of experience as a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. His professional career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer roles with publicly traded and private equity companies. His experience includes auditing, SEC reporting, SOX compliance, IT, HR, strategic planning, risk management, and hedging for Breeze-Eastern, General Electric Healthcare, Amcast Industrial, Witco, Siemens Medical, and WR Grace. Mark currently provides fractional CFO services to small companies and project finance to large companies. Mark has secured multiple debt and equity financings, including an IPO. He led global information technology ERP implementations and developed activity-based costing. Mark led accounting for 40 plants in 30 countries and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for over 25 acquisitions. Mark is Adjunct Professor of Management, Finance, and Accounting. He taught CMA review, graded the CMA exam, and wrote CPA exam questions. He is published in the Journal of Accountancy. Mark earned two BS degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan

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