February 14, 2023


2 Total CPE Credits


Webinar (CA): Understanding the Fundamentals of Merger and Acquisition Transactions

  • Instructor

    James Andersen

  • Instructor

    Claudia Stern

Learning Objectives

• Determine the value of a business entity, including the nuances of valuing personal service companies

• Decide if your business is ready for sale using strategic planning for selling or merging your business

• Define the role of intermediaries and make the proper selection

• Create a meaningful selling memorandum

• Conduct due diligence from a buyer’s and a seller’s perspective

• Understand deal structure from an economic and tax perspective

Major Topics

• Valuation

• Strategic planning

• Intermediaries

• Selling memorandum

• Due diligence

• Deal structures

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview



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

CPAs and financial professionals that work in the sale and acquisition of businesses


California CPA Education Foundation

This event has ended.