Mergers and Acquisitions

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How can you ensure a successful acquisition or merger? This course explores the intricacies of these deals and highlights the crucial role accountants play in structuring the transition. We cover the entire process from the initial stages to post-deal organisation.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Mergers and Acquisitions

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

Mergers and Acquisitions

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Plan effectively for a merger or acquisition
  • Accurately identify the costs involved in a takeover or merger
  • Ensure a smooth transition phase
  • Keep staff happy post-merger or acquisition

About the course

It’s no secret that mergers and acquisitions can go terribly wrong. All too often companies that should know better fall into ruin by jumping into poorly thought-out deals. Even large well-established companies make mistakes.

However, with careful planning and a structured process you can ensure a successful and beneficial merger or acquisition. Accountants possess the skillset to guide deals in the right direction and identify potential issues that others might overlook. This course will equip you with the knowledge to deliver real value in any acquisition or merger.

Contents

The objective

Strategic concerns
Success and failure
Initial considerations
Key decision parameters
A question of trust
Planning ahead
Identifying a target
Structuring the deal
Strategic alliances and joint ventures
Risk assessments

Financial issues

The golden rules
The process
Letter of intent
Looking for trouble
Due diligence
Warranties and indemnities
Financing the deal
The cost of borrowing
Valuation
Top tips for due diligence

Bringing businesses together

Pre-mortem
The accountant’s role
Striking a balance
Support systems
Culture clash
Cultural blending
Worries in the workplace
How to tackle the problem

Post-merger or acquisition

Post-merger change
Changing the finance function
Rationalising the finance function
Integration
Costing and pricing
Customer churn
Churn baby churn
Defending against an unwelcome bid

How it works

Author

John Taylor

John Taylor

John is a Chartered Accountant who has spent many years advising small and medium-sized businesses across the North of England. John is the author of two industry standard textbooks: Millichamp – Auditing and Forensic Accounting. He has also written several auditing textbooks for AAT courses.