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.

Topics Include:

· M & A process overview

· planning for the transaction

· financial review: quality of earnings and normalized EBITDA, net working capital and net debt

· financial, human resources, legal and operational reviews

· purchase agreement and purchase price adjustments

· integration matters

· common findings and conclusion

Applicable for

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.

Learning Objectives

By the end of this course, participants should be able to:

· Identify and execute the components of the due diligence process

· Evaluate financial data and apply financial review procedures

· Describe non-financial due diligence areas of consideration (HR, IT, etc)

· Identify common lessons learned and tips and traps in the due diligence process

Seminar Leader: Dean Shinkel

What to Expect

· This is a Live Virtual Seminar where class size has been limited to allow for an interactive learning environment.

· This seminar will not be recorded.

· Course materials, links and credentials will be emailed to you two business days before the seminar. Once sent, the email will also be found in your Account Communication tab of the CPA Manitoba Member Portal.

· Live webinars have varying levels of expected interaction, and some may require webcam and microphone capabilities – if you have concerns about the interaction required for this course, please email [email protected]

CPA Manitoba PD Terms and Conditions