workers-collab

AMA's Course on Mergers and Acquisitions

You’ll cover all the crucial elements that can make or break a merger or acquisition…“preview” the types of problems you’re likely to encounter…and learn how to avoid the common pitfalls in mergers and acquisitions.

Thousands of executives achieved the M & A negotiation edge they needed right here! A briskly-paced blend of practice, information-sharing, networking and financial/managerial techniques will enable you to anticipate problems you're likely to encounter throughout the M&A process. Learn from top experts at this dynamic seminar.

Seminar Number: 01521

  • In a Classroom
  • Your Company Location

Course Scheduling & Pricing

Who Should Attend

Top-level management, including CEOs and CFOs, owners of companies, presidents, vice presidents of finance, treasurers, controllers, corporate planning directors, financial planners and analysts, directors of new business development, directors of mergers and acquisitions and accountants.

  •   Classroom3 Day(s)
    23.4 CCM, 1.8 CEU, 21 CPE, 23.4 CTP, 23.4 FP&A
 
Thousands of executives achieved the M & A negotiation edge they needed right here! A briskly-paced blend of practice, information-sharing, networking and financial/managerial techniques will enable you to anticipate problems you're likely to encounter throughout the M&A process. Learn from top experts at this dynamic seminar.
    • Screen candidates and identify bona fide prospects
    • Evaluate synergies and how much a company is really worth
    • Weigh legal, tax and accounting implications of mergers and acquisitions
    • Set appropriate offering prices
    • Structure the best deal and negotiate to your advantage

 

    • The rationale for diversification strategies
    • Organizing the mergers and acquisitions function
    • The search, screening and evaluation process
    • Financial analysis
    • Accounting, antitrust, tax and legal aspects
    • Negotiating techniques
    • Analyzing the acquisition contract
    • Conducting due diligence

 

Learning Objective

  • Determine the Viability of a Possible Merger or Acquisition in Your Company By Applying a Seven-Step Model

Setting the Goals

  • Define the Seven Steps in the M&A Process
  • Define Key Terms in the Merger and Acquisition Process
  • Identify Reasons Companies Choose to Make a Purchase or Decide to Be Acquired

Seeking and Selecting the Targets

  • Develop Tactics to Address Acquisition Strategy
  • Describe How to Find Promising Targets for M&A
  • Identify Ways to Evaluate the Marketplace for Ideal Prospects
  • Describe Effective Approaches to Potential Targets

Due Diligence

  • Define the Phases of Due Diligence
  • Apply the Due Diligence Checklist
  • Determine Who Will Be Involved in Due Diligence

Valuation

  • Define Key Concepts in Valuing Potential Target Companies for M&A
  • Demonstrate the Application of Valuation Techniques Using the Case Study

Deal Structure and Legal Agreements

  • Describe Various Structures Possible for Mergers and Acquisitions
  • Identify the Impact, Advantages, and Disadvantages of the Various Forms of Deal Structuring
  • Understand the Basic Contents of the Letter of Intent and the Definite Purchase Agreement

Tax Issues in M&A

  • Recognize the Tax Implications When Structuring a Deal
  • Understand the Difference Between Taxable and Nontaxable Transactions
  • Appreciate the Motivators of Buyer and Seller When It Comes to Tax Considerations and Deal Structure
  • Explore Issues in Cross-Border Acquisitions

Negotiation

  • Describe the Steps and Techniques Used in Negotiation
  • Identify Tradable Items for Negotiations
  • Describe How to Negotiate Terms
  • Explain How to Achieve Win-Win Agreements
  • Apply Negotiation Skills to a Case Study

Post-Merger Integration: Planning, Organizing, and Executing

  • Determine Integration Issues
  • Plan and Organize an M&A Integration Process
  • Describe the Execution Process
  • Define the Benefits of a Merger or Acquisition

Approved for up to 23.4 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

American Management Association (AMA) is accredited by the International Association for Continuing Education and Training (IACET). AMA complies with the ANSI/IACET Standard, which is recognized internationally as a standard of excellence in instructional practices. As a result of this accreditation, AMA is authorized to issue the IACET CEU.

Approved for up to 23.4 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

AMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For additional information or for more information regarding administrative policies such as complaints and refunds, please contact Martha Leon at 212-903-8173.

Recommended CPE Credit: 21 hours/Advanced
Prerequisite: Familiarity with Fundamentals of Finance and Accounting (see seminar # 2218).
Advance Preparation: None
Instructional Method: Group Live
Field of Study:Technical – Accounting, Finance, Specialized Knowledge, Taxes

Classroom Schedule

1 Session Available

  • $4,395.00 Non Members
  • $3,995.00 AMA Members
  • $3,784.00 GSA
Date Duration State City Zip
  2019-05-15 2019-05-17 May 15, 2019 - May 17, 2019 3 Days NY New York 10019 New York Register Now

4395.00 $
Close