Please note this seminar will be held in Gilchrist Hall Room 207

Success in accounting firm M&A is not just a function of price and
terms. It is about balancing egos, realistic expectations, priorities,
consensus, strategies, compromise, competition and perspective. Getting
a merger or acquisition done the right way is a methodical and
disciplined process that integrates objective and emotional barometers.
This session will focus on: learning how to structure the best deal for
your practice – no matter which side of the table you sit on – and the
vital steps for a successful implementation. These steps include:
building a pyramid of priorities, establishing expectations for what you
want to achieve, assessing synergies between two firms, valuation of the
practices, setting timelines, scoring the upside and downside, grading
and evaluating candidates, the proposal, negotiations, financial
benchmarks, the deal memo, due diligence, deal makers, deal breakers,
and the highs and lows of the merger process.