Scott D. Miller, CPA/ABV, PFS, CVA, CEPA


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    1 Hour and 50 Minutes

M&A Part 5: Mergers & Acquisitions – Stock Transactions

M&A activity represents a growing niche for valuation professionals. Are you positioned to capitalize on these revenue-generating opportunities? The Navigating Mergers and Acquisitions series is intended to illustrate and teach fundamental concepts in the Middle Market arena. This webcast will discuss stock sales less common in middle market companies, buyer/seller advantages and disadvantages, and best practices in stock transactions.
Hurry up, special offer for a limited time only.
Topics discussed

a. Less common stock sales
b. Seller advantages
c. Buyer disadvantages
d. Common applications of stock sales in middle market
e. Entity structure
f. Common steps in a stock transaction (best practices)
g. Case Illustration
h. Stock attributes
i. Other

Learning objectives

• Identify advantages and disadvantages of stock transactions
• Identify major tax issues
• Identify strategies to limit liabilities
• Understand stock attributes

Who will it benefit?