Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
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- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
This session will guide financial leaders through the key elements of a successful M&A process, from initial due diligence to post-merger integration (PMI). We’ll explore how to build a repeatable M&A framework that aligns with strategic goals, create and lead high-performing teams, and implement best practices for evaluating deals. The discussion will provide insights on balancing strategic fit with financial metrics, conducting efficient due diligence, and capturing value through effective integration.
Lesson Breakdown:
- Introduction
- Part 1: Building a Robust & Repeatable M&A Process
- Part 2: Creating & Leading High-Performing M&A Teams
- Part 3: Best Practices for Deal Evaluation & Value Creation
- Conclusion
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Key Takeaways
Upon completing this session, you will be able to:
- Develop a structured M&A process that enhances efficiency, minimizes risks, and ensures alignment with your organization’s strategic objectives.
- Implement best practices for team leadership, engaging key stakeholders at the right stages to improve decision-making, execution, and collaboration.
- Refine deal evaluation strategies, balancing financial metrics with strategic fit, while identifying potential risks and synergies to maximize transaction success.
- Optimize post-merger integration, ensuring seamless cultural and operational alignment, while creating value through thoughtful execution and governance.
Who Will Benefit
This session is designed for CPAs and financial leaders involved in evaluating and/or executing M&A and strategic initiatives. It will provide valuable insights for those responsible for financial due diligence, deal structuring, and integration planning. Whether you are leading transactions, supporting deal execution, or looking to strengthen your M&A playbook, this session will help you navigate the complexities of the deal process and drive long-term value creation.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Dishan Ratnajothi, CPA, MAcc, is an accomplished corporate development executive at Trader Corporation. With a proven track record of exceptional leadership in M&A, Dishan has a pivotal role in guiding complex transactions. As an Instructor at the Schulich School of Business, Dishan leverages his expertise to teach courses related to strategy, accounting, and finance. Recognized for his outstanding contributions, Dishan was honored with the CPA Emerging Leader Award in 2021.