SS725  |  On Demand  |  Advanced  |  Self-Study

Advanced Mergers, Acquisitions, and Sales of Closely Held Businesses

Thursday, March 1, 2018 - Tuesday, April 30, 2019

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If you ever wanted to know the mechanics of buying, selling, or merging companies, this CPE course offers key insights into the transaction marketplace.

The material in this course is aimed at a broad audience of business owners, senior managers, chief financial officers, advisers to closely held businesses, bankers, auditors, and attorneys. 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 negotiations, business valuations, strategic thinking, finance, family businesses, accounting, taxes, and group dynamics are covered. Follow real-life case analysis to gain strategic insights into the fascinating transaction marketplace.


  • Identify effective transaction strategies and structures.
  • Apply an effective process to establish transaction price.
  • Review the common elements in negotiated transactions.
  • Recognize how to get better results through comparing asset and stock transactions.


  • Glenn Gines

Designed For

Managers and partners in public accounting who assist clients with complex business acquisitive or divisive transactions


  • Due diligence procedures and inquiries
  • Negotiation strategies
  • Reviewing terms of the deal
  • Deal structure
  • Tax issues for stock-based transactions
  • Tax issues for asset sale or purchase transactions
  • Transaction costs and tax treatment
  • Tax effects of acquisitive reorganizations
  • Tax effects of restructuring reorganizations
  • Transactions between family members
  • Uses of an ESOP and related tax impact

Your Price: $169.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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