Mergers & Acquisitions: A Current Guide to Deal-Making Webinar
Overview
Tailored specifically for CPAs, accountants, tax, and finance professionals, this NASBA-accredited CPE webinar on mergers and acquisitions (M&A) delivers an in-depth exploration of modern corporate deal-making mechanics, shifting regulatory expectations, and advanced financial modeling techniques. Presented by experts in the field, this webinar breaks down the full transaction lifecycle into actionable insights, focusing on the core drivers shaping today's M&A environment. Participants will learn:
- How shifting interest rates, capital allocation, and AI technology are changing today's M&A market
- How to work through valuation approaches and earn-out modeling assumptions
- How to build strong deal models and create reliable forecasts
- How to manage global antitrust reviews across the US, UK, and EU, along with international tax due diligence and treaty rules
This Mergers & Acquisitions: A Current Guide to Deal-Making webinar qualifies for 8 CPE credits in NASBA’s Finance field of study.
Objective
To give CPAs and other finance professionals a comprehensive overview of mergers and acquisitions. From distinguishing among the various types of M&A activity to complying with the relevant rules and regulations, this webinar will walk you through the M&A process. It will also delve into important legal, accounting, and tax considerations.
Emphasis
- M&A outlook and deal trends
– State of the M&A market
– Factors affecting dealmaking
• Artificial intelligence moving to execution
• The shifting backdrop of rates, inflation and financing
• Capital allocation as boards pivot to reinvestment
• More navigable regulatory changes
– Current negotiation landscape - Purchase accounting, fair value, and earn-out challenges
– Business combination vs. asset acquisition
– Purchase accounting mechanics
• Acquisition method
• Measurement-period governance
• Goodwill and bargain purchases
– Fair value measurement
• ASC 820 fair value lens
• Valuation methods
• Fair value update (ASU 2022-03)
– Earn-out challenges
• Contingent consideration in an asset acquisition
• Earn-out model assumptions to challenge
• Earn-out disclosures and SEC-review themes - Advanced financial modeling and deal analytics
– Valuation approaches and techniques
– Deal model architecture
• Historical financial statement analysis
• Financial projections
– Post-closing accounting and tax considerations - Antitrust considerations in cross-border transactions
– Global merger review
– US merger control
– UK merger control
– EU merger control
– Other control jurisdictions
– Managing antitrust risk in cross-border deals - Tax and cross-border M&A considerations
– Entity classification of foreign targets
– Consequences of acquiring a foreign corporation
– Treaty benefits for interest, dividends, and royalties
– Permanent Establishment (PE)
– Transfer pricing compliance for intercompany arrangements
– Tax due diligence
Speakers
Lori Hellkamp, Partner, Jones Day
Tim Kadylak, Managing Director, BDO
Steve Pet, Senior Associate, Gibson Dunn
Evan Shepherd, Of Council, Gibson Dunn
Kevin Wharton, Principal, BDO
Bill Witt, Director, Highspring
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Wed, Nov 18, 2026 Code WO161KCPR02026 | 8:30 AM – 5:00 PM CT | Register | |
| Fri, Nov 20, 2026 Code WO161KCPR02126 | 8:30 AM – 5:00 PM CT | Register | |
| Sat, Nov 21, 2026 Code WO161KCPR01226 | 9:00 AM – 5:30 PM ET | Register | |
| Wed, Nov 25, 2026 Code WO161KCPR01326 | 8:30 AM – 5:00 PM ET | Register | |
| Tue, Dec 1, 2026 Code WO161LCPR01026 | 8:30 AM – 5:00 PM ET | Register | |
| Wed, Dec 2, 2026 Code WO161LCPR03026 | 8:30 AM – 5:00 PM PT | Register | |
| Mon, Dec 7, 2026 Code WO161LCPR02026 | 8:30 AM – 5:00 PM CT | Register | |
| Tue, Dec 15, 2026 Code WO161LCPR03126 | 8:30 AM – 5:00 PM PT | Register | |
| Wed, Dec 16, 2026 Code WO161LCPR01126 | 8:30 AM – 5:00 PM ET | Register | |
| Tue, Dec 22, 2026 Code WO161LCPR02126 | 8:30 AM – 5:00 PM CT | Register | |
| Wed, Dec 23, 2026 Code WO161LCPR01226 | 8:30 AM – 5:00 PM ET | Register | |
| Tue, Dec 29, 2026 Code WO161LCPR01326 | 8:30 AM – 5:00 PM ET | Register | |
| Wed, Dec 30, 2026 Code WO161LCPR02226 | 8:30 AM – 5:00 PM CT | Register | |
| Thu, Dec 31, 2026 Code WO161LCPR01426 | 8:30 AM – 5:00 PM ET | Register | |
| Mon, Jan 11, 2027 Code WO161ACPR02027 | 8:30 AM – 5:00 PM CT | Register | |
| Mon, Jan 25, 2027 Code WO161ACPR03027 | 8:30 AM – 5:00 PM PT | Register | |
| Tue, Feb 2, 2027 Code WO161BCPR01027 | 8:30 AM – 5:00 PM ET | Register | |
| Wed, Feb 10, 2027 Code WO161BCPR03027 | 8:30 AM – 5:00 PM PT | Register | |
| Sun, Feb 14, 2027 Code WO161BCPR03127 | 9:00 AM – 5:30 PM PT | Register |
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