JULY 26 @ 1 PM
SESSION 4: The Merger Process and Merger Negotiation Checklists (1 CPE)
Presenter: Joe Tarasco
Delivery Method: Group Internet Based | Field of Study: Business Management & Organization
Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. To have a successful merge, developing a plan to guide the merger transaction and related checklists, starting with selecting the best firm to partner with and combine with and the ensuing pre-and post-merger activities, is crucial.
McGowan Program Administrators and the CPAOnePro Accountants Professional Liability Program are pleased
to offer the following Live Risk Management Webinar Series for all McGowanPRO clients and friends. These exclusive webinars offer CPAs valuable risk management tools that experts in the accounting profession are presenting. Each live webinar is 50 minutes long and gives the attendee, if a CPA, 1 hour of free CPE credit.
The series may also provide a premium credit towards the firm’s professional liability insurance. Please ask
your agent for more details and register today.
Please be aware that all webinars are intended to be informational and should not be construed as legal advice.
