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Navigating Mergers & Acquisitions: Guidance for Small and Mid-Sized Organizations

Author: Scott Miller CPA/ABV, CVA
Publisher: AICPA
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Successfully completing mergers and acquisitions transactions requires an understanding of the legal framework and practical aspects of each stage of the deal. Navigating Mergers & Acquisitions delivers comprehensive and understandable advice for managers, investors, legal and business professionals.

This book provides expert guidance on the legal framework, deal points, and practicalities at each stage of an M & A transaction. It is full of practical, hands-on advice, including: how to prepare the business for sale, or do effective due diligence if you are the buyer; the principal "money issues" in the definitive acquisition agreement; and the positive and negative tax implications of different acquisition strategies.

Using a cookbook approach, this resource helps you to understand the why, when, and how of engaging in the M & A process, and discusses the major aspects of the M & A process, including:

  • Critical early steps in the acquisition process
  • Finance fundamentals
  • Transaction structures that achieve the best economic result
  • Tax considerations for both buyers and sellers
  • Leveraged buyouts and ESOPs

This book also includes an in-depth case study for a middle market company that will take you deep into the technical side of M & A. It will lead you through a wide spectrum of transactions such as asset sales, stock sales, ESOPs, and IRC Section 368 tax preference transactions.

Free PowerPoint download with purchase!
Receive a complimentary PowerPoint presentation (automatically added to the cart), adapted from Scott Miller’s Mergers and Acquisitions web seminar series that was presented by the AICPA. In this PowerPoint, you will learn about the two sides to every transaction, the different viewpoints-from the seller’s and the buyer’s perspective-the criteria of how middle-market companies are classified, the secrets of successful transactions, and the opportunities for CPAs and other professionals in the M&A marketplace. This presentation is ideal for in-house or client education.

About the Author

Scott D. Miller, CPA/ABV, CVA, is President and founder of Enterprise Services, Inc., which provides financial consulting services to private business, specializing in transition planning and business valuations. An entrepreneur himself, Scott understands closely held and family-owned businesses, serving as officer and principal in several businesses. Since founding ESI, he has helped hundreds of business owners through transition planning, valuations, and other strategic financial issues. A nationally recognized authority on business transitions and valuations, Scott publishes in professional journals and authors seminars for professional organizations and industry groups. His undergraduate degree is from Kenyon College and he holds an MBA from Cornell University Johnson Graduate School of Management.

Paperback , 2013
Product# PGN1302P
Availability: In Stock
AICPA Member:$45.00
Your Price:$56.25
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