Mergers, Acquisitions and Sales of Closely Held Businesses: Advanced Case Analysis

There is typically no more financially important decision an owner makes than the purchase or sale of a business. Business transactions are marquee events in the history of most closely held businesses and, therefore, demand great attention to detail and process. Follow the real-life situations in this course so you can be your clients’ trusted strategic advisor.

Many skill sets are involved in this process and topics such as accounting, taxes, negotiations, business valuations, strategic thinking, finance, family businesses and group dynamics are covered in this course.

• Understand transaction strategy and structure
• Be effective in establishing transaction “price”
• Master the common elements in negotiated transactions
• Get the best results out of comparing asset and stock transactions
• Save a business for its employees or for the family

Prerequisite: Experience in business taxation.

Advanced Preparation: None.