CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

A Practical Guide to Mergers, Acquisitions, and Divestitures

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
5 Credits: Finance

Course Description

This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).

Learning Objectives

Upon successful completion of the course, participants will be able to:
Chapter 1
  • Identify the characteristics of mergers and the different types of mergers.
  • Recognize the benefits of mergers and why certain companies may choose an acquisition strategy.
  • Recognize the definition of due diligence when considering a merger.
  • Understand how different mergers may affect taxation and financial results.
  • Recognize antitrust guidelines used to determine whether certain mergers would be challenged by the Department of Justice.
  • Identify factors relevant to the stock acquisition of another company.
  • Recognize SEC rules regarding mergers.
  • Identify advantages of different methods of financing a merger.
  • Recognize different defensive measures used by target companies.
  • Identify different approaches and techniques for merger valuation.
Chapter 2
  • Identify the objectives and types of divestitures, and some reasons for divesting business units.
  • Recognize some of the methods a company may use to divest.
  • Identify valuation techniques for divestitures.

Course Specifics

Course ID
3208041
Revision Date
February 24, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.

A Practical Guide to Mergers, Acquisitions, and Divestitures

Expert Instructors
Format
CPE CREDITS
5 Credits: Finance

$145.00$175.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
5 Credits: Finance

Course Description

This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).

Learning Objectives

Upon successful completion of the course, participants will be able to:
Chapter 1
  • Identify the characteristics of mergers and the different types of mergers.
  • Recognize the benefits of mergers and why certain companies may choose an acquisition strategy.
  • Recognize the definition of due diligence when considering a merger.
  • Understand how different mergers may affect taxation and financial results.
  • Recognize antitrust guidelines used to determine whether certain mergers would be challenged by the Department of Justice.
  • Identify factors relevant to the stock acquisition of another company.
  • Recognize SEC rules regarding mergers.
  • Identify advantages of different methods of financing a merger.
  • Recognize different defensive measures used by target companies.
  • Identify different approaches and techniques for merger valuation.
Chapter 2
  • Identify the objectives and types of divestitures, and some reasons for divesting business units.
  • Recognize some of the methods a company may use to divest.
  • Identify valuation techniques for divestitures.

Course Specifics

Course ID
3208041
Revision Date
February 24, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.

A Practical Guide to Mergers, Acquisitions, and Divestitures

Expert Instructors
Format
CPE CREDITS
5 Credits: Finance

$145.00$175.00

Clear