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The Merger Process and Merger Negotiation Checklists (1 CPE)
Presenter: Joe Tarasco

Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. To have a successful merge, developing a plan to guide the merger transaction and related checklists, starting with selecting the best firm to partner with and combine with and the ensuing pre-and post-merger activities, is crucial.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization

Jul 26, 2022 01:00 PM in Eastern Time (US and Canada)

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Joe Tarasco
Founder @Accountants Advisory Group, LLC
Joseph A. Tarasco co-founded Accountants Advisory Group, LLC, to assist the leaders of today's public accounting firms in structuring and managing their practices to increase profitability, maximize value, implement succession planning and achieve long-term success. Joe began his career in the accounting industry with a Big 4 firm, and his experience includes 15 years as the managing partner of a 125-person CPA firm based in New York City. As managing partner, Joe was responsible for all practice areas, including managing the partner group, marketing, human capital, technology, administration, and financial operations. Working closely with CPA firms, Joe assists them in achieving higher levels of competitiveness, profitability, and longevity. The Journal of Accountancy, the New Jersey CPA and other State Society magazines, CPA Practice Management, The Practical Accountant, CPA Trendlines, Accounting Today, CPA Leadership Report, Inside Public Accounting, . and many more.