Self-Study
14
Basic
Finance
There are no prerequisites.

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Hard Copy

$209

Online Access

$179


Course Description

This course provides the practical tricks of the trade on how to get maximum value for a middle-market business. It covers how to prepare for a sale, how to present the business most positively, and how to control the sale timetable. Written in a straight-talking style, this course will show you how sellers can take capitalize their inherent 'unfair advantages.' In addition, you'll learn the differences between 'value' and 'currency'; acquire skills to handle bankruptcy and distress company sales; and gain tips on managing your lawyers in the documentation process. Filled with empirical examples of successful techniques, this practical guide takes you through every step of the M&A process, including how to manage confidentiality, how to create competition (or the impression of competition), and what to do once the deal is closed.



Instructor

Mark A. Filippell, JD, MBA

Mark A. Filippell, JD, MBA, is a cofounder and managing director at Western Reserve Partners, a firm specializing in mergers and acquisitions. He has nearly 30 years of investment banking experience and has personally completed over 125 merger and acquisition transactions. Mark is the author of Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches, published by John Wiley and Sons, Inc.

Prior to cofounding Western Reserve Partners, he was the manager of the Mergers and Acquisitions Department at KeyBanc Capital Markets and McDonald Investments. His clients have included Eaton, Novar Electronics, Claymont Steel Holdings, Liqui-Box, General Electric, Computational Systems, Excel Mining Systems, and MascoTech.



Course Specifics

Finance
Feb 2, 2017
There are no prerequisites.
SS3168005
390
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Identify the rationale behind decisions to sell businesses from the personal and corporate standpoint.

Chapter 2

  • Identify the role of the investment banker and determine when a seller should utilize one in order to sell a business.

Chapter 3

  • Recognize valuation concepts for calculating the value of a business and apply them in example situations.

Chapter 4

  • Identify the various alternatives for purchasing a company and the impacts of each alternative.

Chapter 5

  • Recognize the importance of the factors that are within the owner's control and determine how to take advantage of those factors.

Chapter 6

  • Identify the documents required for a business sale and utilize the components of each document in order to understand and create them.

Chapter 7

  • Determine the best approach for identifying and cultivating the right buyers for various sales situations.

Chapter 8

  • Compare and contrast the different approaches to selling the business and evaluate the pros and cons of each approach.

Chapter 9

  • Compare and contrast the different approaches to selling the business and evaluate the pros and cons of each approach.

Chapter 10

  • Utilize tips and tricks in order to take advantage of management presentations and plant tours to best position the company for sale.

Chapter 11

  • Utilize identified strategies in order to effectively negotiate a purchase agreement.

Chapter 12

  • Identify the critical tasks to be completed after the letter of intent is signed.

Chapter 13

  • Recognize the various courses of action available to a seller when the company is in financial distress.

Chapter 14

  • Identify the role of the seller's attorney and appropriately utilize their services during the sales process.

Chapter 15

  • Identify the role of the seller's attorney and appropriately utilize their services during the sales process.



Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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