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 7: Mergers & Acquisitions – Due Diligence and Transaction Documentation

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 provide an overview and accompanying case illustrations on the definitions of due diligence for buyers and sellers. Our panelist will discuss confidentiality agreements, letters of intent, offers to purchase and other agreements.
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Topics discussed

a. Definition of due diligence
b. Sellers due diligence
c. Buyers due diligence
d. Document discussion and review
e. Confidentiality agreement with and without recourse
f. Offering memorandum
g. Letter of intent (LOI)
h. Offer to purchase
i. Escrow agreement
j. Investment banking agreement
k. Financing agreements
l. Consulting, Non-competition, Non-solicitation Agreements
m. Other

Learning objectives

• Identify attributes of major agreements
• Identify due diligence for seller
• Identify due diligence for buyer
• Learn how to work with transaction professionals

Who will it benefit?