Transaction Advisory Services (TAS) Workshop
|Program Description||Who Should Attend|
|How You Will Benefit||Schedule and On-Demand|
|What You Will Cover||Pricing and CPE|
Strategies to Enhance and Harvest Corporate Value
This course 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 and protect a company’s value and position it for a successful exit. The Transaction Advisory Services (TAS) Workshop shifts the emphasis of previous M&A training programs from transaction-centric to shareholder value-centric, where the M&A transaction is “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 course is designed to complement other valuation and exit planning training offered by CTI.
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
- Compare and contrast 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
What You Will Cover
This course provides 16 CPE credits delivered over eight, two-hour webinars. It 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
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)
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
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
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.
CPAs, M&A advisors, investment and financial analysts, investment bankers, financial officers, CEOs, and CFOs.
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|CPE On-Demand Course||
Grouped into three broad categories, these courses are presented in a series of five webinars on a different level of expertise.
$520 Non-Members/$468 Members
$520 Non-Members/$468 Members
Purchase Intermediate On-Demand course here.
$520 Non-Members/$468 Members
Purchase Advanced On-Demand course here.
|Eight-Day Live Online Webinars (16 Hrs CPE)||$1,152||$1,036.80|
CPE Hours—Live Online Webinar
For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, 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.