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 6: Mergers & Acquisitions – Management, Family and Employee Buyouts

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 map out the key differences between inside and outside deals. Case illustrations covering family and key employee interests will reveal strategies, issues of control, employee stock ownership plan considerations, and more.
Hurry up, special offer for a limited time only.
Topics discussed

a. Key differences between outside and inside deals
b. Hierarchy of interests: Family, key employees, employees
c. Family and Case Illustrations
d. Key employees and Case Illustrations
e. Employees – ESOPs and Case Illustrations
f. Other

Learning objectives

• Identify attributes of successful family transition
• Identify necessary attributes of successful key employee buyout
• Identify necessary attributes of successful ESOP
• Identify inside and outside transactions and benefits and disadvantages of both

Who will it benefit?