Buying and Selling Businesses: The CPA's Role

Become the key adviser to your client or employer that is buying or selling a business. Your advice will impact your client for years to come! Lead the team of advisors with a keen overview of the transaction in addition to specific tax and accounting technical advice. Buying and selling a business involves more than calculating a transaction gain or loss; it must be valued, due diligence must be conducted, and various stakeholders will be impacted.

OBJECTIVES

• Understand deal factors and become acquainted with the team of advisors involved with the transaction
• Familiarize oneself with due diligence procedures and transaction documentation
• Understand the basics of alternative valuation methodologies
• Analyze the gain/loss of asset-based or stock-based transactions
• Identify key buyer groups and the impact of a sale on them
• Structure compensation alternatives for buyers and sellers

PREREQUISITE Experience in business taxation.