This event is open to: Bank/Firm clients, business owners, corporate management, family business shareholders, private equity firms and portfolio companies.
*There is no charge to attend this panel event (by invitation only).
After completing this course, you will be able to:
- Define the basic steps for selling your business (and time to complete)
- Set the deal search criteria
- Associate your strategic plan with the M&A process
- Describe the various types of deals (strategic vs. financial buys) & this deal specifically
- Identify your transaction costs
- Discuss the importance of synergies (hard / soft synergies)
CPE Attendance Policy: In order to be awarded the full credit hours, you must be present, register your attendance and departure on the attendance sheets at the registration desk and/or leaving the self-monitoring form with the event attendant at the your exit of the program.
Additional CPE Information: Prerequisites: None / Advanced Preparation: None / Program Level: Overview / Delivery Method: Group Live
Program Details :
- Learning objectives: Stated above
- Field of study: Finance (1.0 CPE hours)
- Refund policy: This panel discussion is being offered free of charge, so there will be no refunds issued.
- Complaint policy: BRC will refund your purchase price if you have registered for a course and found it unsatisfactory. For further information regarding complaint and program cancellation policies, please contact our CPE department at rhaag@brccpa.com.
- Requests for cancellations must be submitted in writing and received by BRC five (5) days prior to the date of the event to receive a full refund. Refunds are not given for "no-shows" to courses.