CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Mergers and Acquisitions Playbook

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
14 Credits: Finance

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.

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.

Course Specifics

Course ID
3168005
Revision Date
January 8, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Mark A. Filippell Headshot
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 …

Mark A. Filippell, JD, MBA Read More »

Mergers and Acquisitions Playbook

Expert Instructors
Format
CPE CREDITS
14 Credits: Finance

$364.00$404.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
14 Credits: Finance

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.

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.

Course Specifics

Course ID
3168005
Revision Date
January 8, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Mark A. Filippell Headshot
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 …

Mark A. Filippell, JD, MBA Read More »

Mergers and Acquisitions Playbook

Expert Instructors
Format
CPE CREDITS
14 Credits: Finance

$364.00$404.00

Clear