Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course focuses on the core part of a mergers and acquisitions (M+A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated.
In this course, participants will be able to deepen their understanding of M+A transactions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition.
TOPICS INCLUDE
- Overview of the due diligence process
- Planning the acquisition
- Information and confidentiality
- Planning the due diligence review
- Financial, human resources, legal and operational reviews
- Purchase price, and valuation
- Reporting
- Tips and traps
NOTE: No updates or changes were made to the 2023 version of this course. If you completed the course in 2021 or 2022, please be advised the 2023 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.
WHO WILL BENEFIT
Financial managers and accountants who have experience in M+A and would like fresh perspectives, those undertaking due diligence for the first time, and those on the receiving end of a due diligence review.
How to Access The Course
To access the course 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.