DDDI
DUE DILIGENCE AND DOCUMENTATION ISSUES IN THE MERGER OR ACQUISITION BETWEEN
TWO ACCOUNTING FIRMS
Prior
to finalizing a merger or acquisition, what due diligence should you do?
What are the keys to documenting your deal? This class places you on the
path to understanding the key aspects of both of these critical steps
of any affiliation such as the following.
- When should due
diligence take place?
- Different levels
of due diligence.
- What should the
acquiring firm be focused on?
- What are the key
aspects the selling firm should review on the buyer?
- In a merger, what
elements need to be reviewed that are not reviewed by buyers and sellers?
- What is the starting
point for documentation of any type of deal?
- Nondisclosure agreements.
- What items are
important to document in all deals, buy/sell/merge?
- What aspects of
the documentation process are unique to the acquiring firm, the selling
firm, and the two firms merging?
- Partnership (membership,
shareholder) agreements.
CPE
Credit: 2 hours, Business Law
Level
of Knowledge: Basic
Prerequisites:
None
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