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Due Diligence & Documentation When Merging CPA Firms

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Course Description

The goal of any two firms combining is to achieve the highest level of success for all, yet much is left to happenstance. This CPE webinar will introduce and focus on key areas of due diligence that are often overlooked or not given proper attention when two firms are considering a merger or affiliation. When these key areas are overlooked, the post-deal opportunity is greatly diminished and the deal has little chance to reach its maximum potential. Suggestions will be made on how to leverage the entire due diligence process for identifying and integrating synergies, pre- and post-merger strategies, the assignment of roles and responsibilities, discussion and effective methods for communication, enabling each firm to understand and buy-in on the expected outcomes for all involved.

Learning Objectives

The goal of this session is to give the attendee every opportunity to perform effective and encompassing due diligence thereby giving any acquisition or merger the best possible success potential.

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Learning Format 1.0 Hours
Webcast / Webinar

Credit Type(s)
Business Mgmt & Org Management Advisory

Knowledge Level
Intermediate