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Transaction Advisory Services (TAS) Workshop

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

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Arrow How You Will Benefit Arrow Live and On-Demand
Arrow What You Will Cover 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 attendees 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 transactioncentric 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.

How You Will Benefit

After completing this workshop, attendees will be able to:

  • Describe the main steps and strategies involved in the buy-side M&A process
  • Identify the issues involved in M&A valuation (price vs. value)
  • 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
  • Articulate 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

  • Outline the key considerations in developing a successful transaction advisory practice
  • Describe the main steps and strategies involved in the buy-side M&A process
  • Evaluate best practices 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
  • Define a plan for buy-side due diligence

Day 2: Enhancing Value Strategies
  • Identify the issues involved in M&A valuation (price vs. value)
  • Formulate a plan for preparing a company for an M&A transaction
  • Define the main steps in the sell-side M&A process
  • Describe the main sections and objectives of key M&A documents
  • Define a plan for sell-side due diligence
  • Identify common issues in earnouts and post-closing adjustments (true-ups)
  • Outline key principles, strategies, and tactics used in successful negotiations

Day 3: Protecting Value Strategies
  • Evaluate key 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
  • Identify common post-transaction issues
  • Formulate an asset protection plan (tangible/intangible)
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, select the date and location you would like to attend and click the "Register Online Now" button for our online event registration.  Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

 Three-Day Live Classroom Schedule  
          Register Early and SAVEEarly Registration Discounts
and Deadlines
  Dates Location   10% 5%
  November 19–21, 2019 San Diego, CA Register Online Now 9/30/2019 10/31/2019
  December 10–12, 2019 Ft. Lauderdale, FL Register Online Now 10/31/2019 11/30/2019

Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m. 

 CPE On-Demand Related Course
Grouped into three broad categories, these on-demand courses are presented in a series of five webinars on a different level of expertise.
    Fundamentals CPE:
5 Hrs
Price: $575/$517.50 
Purchase the Fundamentals On-Demand Course here.
  Intermediate CPE:
6 Hrs
Price: $575/$517.50 
Purchase the Intermediate On-Demand Course here.
  Advanced CPE:
5 Hrs
Price: $575/$517.50 
Purchase the Advanced On-Demand Course here.

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.

Pricing (Before Early Registration Discount) Non-Member Member
Three-Day Live Classroom (24 Hrs CPE) $1,950 $1,755

CPE Hours—Live Classroom

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.
  Accounting 3
  Business Law 5
  Business Management & Organization 4
  Finance 4
  Management Services 5
  Taxes 3
Total CPE Hours   24

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

Transaction Advisory Services—Certificate of Educational Achievement
A Certificate of Educational Achievement (CEA) in Transaction Advisory Services will be awarded to course attendees who successfully complete and pass a short quiz administered at the conclusion of each day.
While the CEA is a valuable recognition of educational achievement that can enhance your professional development, there is no professional or other credential associated with the certificate, and certificate holders may not claim to be certified, licensed, accredited, or registered to engage in a specific occupation or profession. 
It makes no claims as to your proficiency in conducting any specific task or job related to the training. Continuing Professional Education (CPE) credit is only earned through attendance at the course and complying with daily attendance verification. Additional CPE is not awarded for obtaining the CEA. The daily quizzes are based on the educational content and learning objectives of the course.