Transaction Advisory Services (TAS) Workshop

How You Will Benefit

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What You Will Cover
This course is organized in three main sections: growing value, harvesting value, and protecting value.

Days 1 and 2: Growing Value Strategies
This section explores key aspects of the buy-side M&A process to enable M&A advisors to formulate the appropriate recommendations to minimize transaction risks and ensure a solid foundation for post-transaction growth.

• 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 and post-merger integration

Days 3 and 4: 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 section 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.

• 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
• Understand 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)

Day 5: M&A Negotiation
Negotiation is an important skill and an integral part of the process of persuading others. This webinar explores fundamental negotiation principles and strategies and explains how they are used in managing M&A transactions. It examines the different types of negotiation, what makes good negotiators, and how to properly prepare for a successful negotiation. It also examines various strategies and tactics that are commonly used in negotiating, and prescribes a blueprint for successfully negotiating M&A transactions.

• Identify behaviors that lead to successful/unsuccessful negotiations
• Define the eight cornerstones of successful negotiations
• Understand the three factors that shift the advantage in negotiations
• Identify common negotiation strategies, tactics, and counter-tactics
• Outline key principles, strategies, and tactics used in successful M&A negotiations

Days 6 and 7: Protecting Value Strategies
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.

• 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
• Assess various forms of representation and warranties
• Understand common post-transaction issues

Day 8: TAS Workshop Capstone and Q&A
The first half of this webinar provides an overview of the main topics and key takeaways discussed in the previous sessions. During the second half, participants will have an opportunity to ask any questions related to the topics covered, including specific cases involving past or current client engagements.

Who Should Attend

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