Inspired Perspectives | Current M&A Activity and Strategies


Course Description:
When making the decision to transition your business, you need to have the right plan in place to guarantee the merger, acquisition or sale is the best route for your business. In this webinar, our Mergers and Acquisitions team will provide insight on key considerations for navigating this transition, including the current environment and top strategies.

Learning Objectives:

  • Discuss current market M&A activity
  • Outline proper Due Diligence
  • Review the tax considerations
  • Outline key elements of a successful transition plan

Jason Vetter, CFA, Senior Manager | Eide Bailly
Jason has been with the firm since 2013. He assists business owners, entrepreneurs and management teams throughout all stages of a business sale or other strategic transactions. He will listen to your goals and concerns to navigate critical issues and facilitate a transaction process that will best achieve your objectives. Jason also provides strategic advice to clients around sale preparation, valuation and other process planning elements to optimally position them in the marketplace.

Carolyn Linkov, JD, Principal | Eide Bailly
Carolyn advises buyers and sellers on all aspects of mergers and acquisitions. She has more than 20 years of experience working with both public and private companies on federal income tax implications of various corporate reorganizational issues, including spin-offs, taxable asset sales and tax-free reorganizations. She has worked with clients in transaction structuring; evaluation of tax provisions in purchase & sale agreements; effects on owners; employee compensation issues; tax treatment of transaction costs; purchase price allocations; change in control matters; NOL limitation issues; and the adoption of or change to new accounting methods.

Kyle Orwick, CPA, Partner | Eide Bailly
Kyle has more than six years of quality of earnings and due diligence experience, and over eight years of audit experience. His transaction advisory experience includes performing buy side due diligence and writing sell side quality of earnings reports for domestic and international companies. Kyle worked for three years in Europe advising clients in cross border transactions. His industry experience is in manufacturing and distribution, service entities and insurance companies.

CPE Credit: 1
Field of Study: Business Management and Organization
Level of Knowledge: Advanced
Delivery Method: Group-Internet Based

Additional Information:
This is a Group-Internet Based Webinar. All webinars are listed in Central time. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

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The tools and resources presented will help businesses and individuals make informed decisions and remain successful and compliant in the competitive marketplace. Click the Webinar Series button to view our upcoming webinars or view past recordings.

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Tax Tax Consulting & Planning