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Multi-Disciplinary Workshop: Achieving the Win-Win Sale of a Closely-Held Business (SALB)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Spec. Knowledge
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CFP CPE

Overview

Selling a closely-held business is relatively simple. Realizing maximum upside potential for all parties is not. While a buyer and seller might be able to find one another and negotiate terms on their own, it’s highly likely that those new to the process and not fully briefed will leave money on the table or fall prey to one or more of the many tax, accounting, legal and financial risks that plague these transactions. In order to maximize upside and minimize risk, both purchasers and sellers must take a broad view that encompasses their respective perspectives as well as that of the bank or private equity lender that will fund the transaction and the legal and financial advisors who will vet and structure the deal. In this session you’ll hear from a multi-disciplinary all-star panel with combined experience on thousands of successful deals. You’ll come away with a deeper understanding of the process and the critical considerations from pre-sale preparation through post-closing adjustments.

Major Topics:

  • Day-to-day best practices for any going concern that wants to be attractive for purchase when the time comes
  • The private equity company perspective:
    • Buy-side and sell-side
  • Other options for funding the deal
  • Pre-transaction due diligence:
    • Value enhancers, quality of earnings, scrubbing earnings, outstanding tax issues
  • Legal issues:
    • Due diligence, preparedness, deal structure, protections in agreement
  • Transaction insurance
  • Post deal issues:
    • Working capital true-up, contingent consideration, post-closing adjustments, litigation provisions
  • Common ways deals get derailed 

Learning Objectives

  • Understand what makes a company attractive or unattractive as an acquisition target from the perspective of the purchaser, the funder and the legal and financial advisors involved in the transaction
  • Know the critical steps in preparing for or performing pre-transaction due diligence
  • Identify and comprehend the key legal issues and considerations in deal preparedness and structure
  • Understand key post-transaction accounting and legal considerations 

Who should take this course:

Designed for:

CPAs who advise closely held businesses on tax planning, business planning, succession planning or purchase/sale, as well as CPAs who address these issues within their own firms

Prerequisite:

None

Advanced Preparation:

None

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