Inspired Perspectives | Current Merger, Acquisition and Sale Trends and Considerations


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 option for your business.

In this webinar, our mergers and acquisitions team will provide insight on key considerations for navigating this transformation, including the current M&A environment and top strategies.

Learning Objectives:

  • Examine the current market M&A activity.
  • Assess proper due diligence.
  • Explore the tax considerations.
  • List the key elements of a successful transition plan.

Kerry Gordon, CPA, Director | Eide Bailly
Kerry works with a variety of teams to review and advise on acquisitions, divestiture and merger transactions of inbound, outbound and domestic transactions. He specializes in companies engaged in extracting natural resources (aggregates, coal, geothermal, oil and natural gas, and precious metals) and associated infrastructure assets throughout the U.S. and internationally. Included within this experience are many acquisitions and disposition transactions for companies with a specialty in energy production and credits.

Matt Labernik, CPA, Partner | Eide Bailly
Matt has more than 10 years of experience in public accounting, focusing on audit and transaction advisory services. He provides advice to clients throughout the transaction process, including consulting on due diligence efforts, purchase agreement review, and post-closing support. His Industry specializations include dealerships, construction services and manufacturing and distribution.

Robert Vaupel, CPA, Manager | Eide Bailly
Robert completes due diligence to ensure acquisitions are fairly represented for buyers and sellers of the firm. He reviews financial reports, operational processes, human capital and information technology needs of businesses to prepare buyers and sellers.

CPE Information
CPE Credit:
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.

Inspired Perspectives Webinar Series

Interested in learning more about Growth & Success, Inevitable Changes, The Year Ahead and Exiting Your Business? Join us, for one or all of our information and educational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies.

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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