Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar 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 seminar, 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.
NOTE: No updates or changes were made to the 2025 version of this course. If you completed the course in 2024, please be advised the 2025 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.
Other Available Sessions
- Session for December 15 available here.
Schedule
- November 20, 2025, 8:30 a.m. - 12:30 p.m.
- November 21, 2025, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this course, participants will have:
- An 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.
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
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Philip Maguire is a Chartered Professional Accountant and Chartered Accountant who received his designation while employed at Ernst & Young (formerly Clarkson Gordon) and a Certified Information Systems Auditor finalist. Philip is a principal in Glenidan Consultancy Ltd., an accounting practice that specializes in Compliance and Internal Audit. Philip has over 30 years of business experience in Canada, Hong Kong, the Philippines, Ireland and the United States. His organization has implemented a number of assignments across a variety of industries for companies with market capitalizations ranging from $50 million to $2 billion. Before he formed Glenidan Consultancy in 2005 Philip was a Vice-President of Finance at one of the country's largest financial institutions. Philip has spoken at a number of accounting conferences across Canada.