November 13, 2023


4 Total CPE Credits


Webinar (CA): Mergers & Acquisitions Part 1: The Accountant's Role 2023

  • Instructor

    Nancy Rix

Learning Objectives

• Recognize the M&A process and the accountant's role
• Determine how deal drivers present opportunities for client service
• Evaluate critical deal points and terms
• Determine how to plan and execute an effective due diligence process

Major Topics

• The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow
• Working capital adjustments and balance sheet due diligence
• The impact of contemplated pricing, earn-outs and holdbacks
• The deal timeline and flow of information
• Understanding the terms and structure that fit the buyer and seller objectives
• Tax and financial accounting treatment of select issues

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Some knowledge of M&A process.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Financial and accountant advisors.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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