BEACH RETREAT: Advanced Issues in Mergers, Acquisitions and Sales of Closely Held Businesses – Peter Towle, CPA (111005-12)
Description
Here’s a topic with a lot of “sizzle!” 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 inordinate
attention to detail and process. 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 here. Follow the real-life situations in this
course, so you can be your clients’ trusted strategic advisor. SPECIAL
DISCOUNTED ROOM RATES FOR ATTENDEES: Discounted room rates at the
Clarion Resort Fontainebleau Hotel. Make hotel reservations by June 2,
2012. You must call the Clarion at 800-638-2100 and request the special
Maryland Association of CPAs group rate. Two night minimum stay; rates
good June 30, 2012 – July 8, 2012. Daily Rates: $189 Standard Double
Ocean Front $209 Standard King Ocean Front (Condos are rented by week
only) $ 245 One Bedroom Condo $365 Two Bedroom Condo $500 Three Bedroom
Condo
Learning Objectives
Understand transaction strategies and structure
Apply an effective
process to establish transaction OpriceO
Master the common elements in
negotiated transactions
Get better results through comparing asset and
stock transactions
Save a business for its employees or for the family
Major Topics
Case analysis of deal structure, tax strategy and the OwhyO of
transactions
Illustrations of applicable tax law in real-world
circumstances
Questions pertinent to CPAs involved in both auditing
and tax preparation, as well as to other professionals like bankers,
financial advisors, attorneys and insurance representatives