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Insights : Webinar

Business Insights Webinar Series - The Advisor Due Diligence Role in M&A

Event Description: Join Eide Bailly to find out how you can be adding value to your clients during a merger or acquisition and come away with practical tips for assisting your clients throughout the duration of the transaction.

Course Description:
Do you have clients in the process of buying or selling a business? If so, this session is for you.
Business advisors play a key role within the due diligence phase and sell-side readiness phase of a transaction. Join Eide Bailly to find out how you can be adding value to your clients during a merger or acquisition and come away with practical tips for assisting your clients throughout the duration of the transaction.


Learning Objectives:

  • Discover what to look for and what are potential deal breakers during the acquisition process. 
  • Review the quality of earnings (QofE) report, a standard part of the due diligence process
  • Identify common areas of review
  • Explore key components of a business sale or purchase, including an overview of the buy-side process, EBITDA adjustments and working capital considerations.


Presenters:

Amber Ferrie, Partner, CPA/ABV/CFF, CMAP 
With more than ten years' experience performing business valuations and other consulting services for estate and gift taxes, management planning and purchasing and selling businesses, Amber serves a variety of industries and clients, including health care, energy and closely held entities. Amber specializes in transaction advisory services with an emphasis on buyer due diligence and sell side advisory services.
 
Chad M. Flanagan, Partner, Director of Valuations, CPA, ABV 
Chad specializes in valuing intangible assets, including technology, patents, and contractual agreements. He conducts business valuations for estate and gift tax purposes, litigation, and purchasing and selling businesses. Chad also performs financial projections/forecasts and strategic planning for a variety of clients, including professional service companies, manufacturers, distribution companies, equipment dealers and health care providers.


CPE: 1 hour

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

  

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