Transaction Advisory Services (TAS) Workshop

Co-Sponsored by the National Association of Certified Valuators and Analysts®

Arrow Program Description Arrow What You Will Cover Arrow Dates and Locations
Arrow How You Will Benefit Arrow Who Should Attend Arrow Pricing and CPE

Strategies and Tools to Grow, Enhance, Harvest, and Protect Your Client's Company Value

This workshop has been designed to provide participants with the practical knowledge, strategies, and tools to assist their clients—whether internal or external—on how to grow, optimize, and protect their company’s value, and position them for a successful exit. This workshop shifts the emphasis of previous mergers and acquisitions (M&A) training programs from transaction-centric to shareholder value-centric where the M&A transaction is a “means to an end” rather than the “end” itself. It also explores how changing regulations are reshaping the middle-market M&A environment and provides corporate advisers, such as consulting practices and CPA firms, a systematic approach to grow revenues and differentiate their service offering.

This workshop is designed to be a perfect complement to other valuation and exit planning training offered by the CTI. It is delivered in a live four-day workshop complemented by a three-part webinar week series where related fundamental, intermediate, and advanced topics are explored.

How You Will Benefit

After completing this workshop, attendees will be able to:

  • Identify key strategies to grow and enhance shareholder value, including how to structure, finance, and optimize corporate growth
  • Differentiate between the various tax and legal strategic issues associated with protecting shareholder value from corporate formation to post-deal situations
  • Verbalize the potential implications of monetizing shareholder value and identify the strategies most conducive to successful outcomes

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What You Will Cover
Day 1: Growing Value Strategies

More than half of M&A transactions fail to deliver on their key strategic objective; namely, achieving the value or the operating efficiencies that the parties expected.  Aside from lacking a cohesive growth strategy, many of these transactions fail due to the lack of understanding of how to manage the essential building blocks upon which this future growth will be built.  This session explores key aspects of the M&A process, both sale-side and buy-side, to enable M&A advisors to formulate the appropriate recommendations in order to guide their client to minimize transaction risks and ensure a solid foundation for post-transaction growth.
  • Specify the stages involved in strategic planning
  • Define the main steps in the buy-side M&A process
  • Identify the process involved in acquisition financing and deal structuring
  • Identify key considerations in purchase price allocation
  • Define the stages and evaluate the challenges in post-merger integration
  • Formulate a capital formation strategy from venture capital to buyouts
  • Identify the issues involved in M&A valuation (price vs. value)
  • Define a plan for buy-side due diligence

Day 2: Enhancing Value Strategies
The crucial result of a sensible corporate growth strategy is increasing shareholder value.  Achieving this outcome depends on the successful execution of management plans aligned with the company’s strategic objectives.  However, management plans cannot be executed in a vacuum as they must be supported by practices that improve the likelihood of a successful outcome, such as: the accurate monitoring of performance, optimizing core processes, retaining the right talent, and instituting an appropriate corporate governance.  This session explores several key corporate strategies that enable company executives and managers to significantly improve the likelihood of a successful outcome in their pursuit of enhancing shareholder value.
  • Outline the key considerations in developing a successful transaction advisory practice
  • Explore the issues associated with analyzing financial statements
  • Determine the best practices in attracting and retaining talent
  • Define and implement a plan for process optimization
  • Evaluate best practices in financial structuring
  • Identify key aspects in corporate governance
  • Outline key principles, strategies, and tactics used in successful negotiations

Day 3: Harvesting Value Strategies
Harvesting shareholder value is a process that requires expert preparation to ensure that both the value and the proceeds are maximized.  This involves designing a roadmap for the organization with long-term organizational, operational, financial, and risk management implications.  Then, in preparing for and executing the liquidity event, M&A advisors provide clients with the expertise to enable them to achieve the desired outcomes, minimize transaction risk, and improve the certainty of closing.  This session explores the key issues involved in preparing a company for a liquidity event along with the best practices to ensure a successful transition and outcome.
  • Formulate a plan for preparing a company for an M&A transaction
  • Perform an earnings quality analysis
  • Define the main steps in the sell-side M&A process
  • Identify the main sections and objectives of key M&A documents
  • Define a plan for sell-side due diligence
  • Evaluate options involving tax structuring
  • Identify common issues in earnouts and post-closing adjustments (true-ups)
  • Assess the appropriateness and uses of fairness opinions

Day 4: Protecting Value Strategies
Protecting value is a crucial component in the process of growing, enhancing, and harvesting shareholder value.  The pursuit of corporate strategies that involve transactional growth and operations optimization come with inherent risks no matter how carefully they have been designed.  Hence, it is important that organizations formulate and implement risk management strategies that will allow them to successfully navigate their path to growing shareholder value.  This session explores risk management strategies associated with M&A transactions, from: choosing the right corporate entity, to formulating tax mitigation strategies, to properly allocating risk in M&A transactions.
  • Explore tax and legal considerations in M&A
  • Summarize the pros and cons in entity selection
  • Evaluate shareholder and operating agreements
  • Formulate tax mitigation strategies
  • Recognize the implications of corporate formation strategies
  • Recommend a plan for confirmatory due diligence (tax and legal)
  • Assess various forms of representation and warranties
  • Recognize common post-deal issues n Formulate an asset protection plan (tangible/intangible)

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Who Should Attend

CPAs, M&A advisors, investment and financial analysts, investment bankers, financial officers, CEOs, and CFOs.

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Transaction Advisory Services (TAS) Workshop Faculty

To register, contact Member/Client Services at (800) 677-2009 or

  Early Registration Discounts and Deadlines
Dates Location 10% 5%
October 31–November 3, 2017 New Orleans, LA 8/31/2017 9/30/2017
December 12–15, 2017 San Diego, CA 10/31/2017 11/30/2017

This course is paperless.  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

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Pricing (Before Early Registration Discount) Non-Member Member
Four-day Workshop (32 Hrs CPE) $2,400 $2,160

CPE Hours

Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation None
Prerequisites Prior experience in middle market M&A transactions in a lead or support role.
Fields of Study Accounting 6
  Auditing 4
  Business Law 4
  Business Management & Organization 3
  Economics 2
  Finance 4
  Management Services 4
  Personnel/HR 1
  Taxes 4
Total CPE Hours   32

For more information regarding CPE, Program Levels and Fields of Study please click here.