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Mastering Acquisitions and Buyouts CPE Course

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Mastering Acquisitions and Buyouts

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Whether you are looking to acquire new products or specializations, increase market penetration, expand into new markets, cut costs or obtain other efficiencies, the key to success in the acquisition and buyout business is to do your home-work.

After deciding on an approach, you need to find the companies that may be a good fit for you, determine their availability, initiate discussion and negotiate the deal.

Speakers who have been in the acquisition “trenches” will share with you their experiences working on the many facets of acquisitions, divestitures and buyouts. The intent is to provide you with a grounding in the merger and acquisition arena. Participants at past programs include executives who are new to the acquisition environment, as well as those more experienced who are looking for a refresher.

This course qualifies for CPE credit.  See below for more detail.

CPE Course Agenda

  • Today’s Deal Marketplace
  • Structuring the Deal: The Tax Side
  • Finding the “Right” Deal
  • Getting Ready: How the Seller’s (Should!) Prepare
  • Valuing the Target, Making the Bid, and Setting the Price
  • Special Case: Buyouts
  • Negotiating Tips
  • Structuring the Deal: The Legal Side
  • Harvesting the Upside: Business Integration
  • Due Diligence: When, How, and How Much
  • The Merger Simulator Case Study–Putting it all Together


Tuition:  $1,695
CPE Credit:  16 Recommended Hours
Prerequisite:  None
Preparation:  None
Level of Knowledge:  Basic
Field of Study:  Finance 15; Taxes 1
Delivery Method:  Group Live Instructor Led Course


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