CPA Voice: Make M&A an essential skill

Written on Apr 19, 2018

If your company has a strategy that requires growth by acquisition, it’s time you brush up on your knowledge of mergers & acquisitions.

“Fortunately, this does not require staffing a large internal transaction group. It is more about defining a disciplined and replicable process – a playbook – and cultivating the organizational knowledge to execute,” writes James J. Caruso, CPA, in the March/April issue of CPA Voice.

It’s important to understand the phases of the process, as they’ll provide context on “sourcing potential targets and building a pipeline, screening for strategic fit, determining preliminary purchase price for a letter of intent, performing due diligence, negotiating the purchase agreement, and then closing and integration.”CPA Voice

Read the article now to learn more about the methodology, deliverables, human resource requirements and more that you’ll have to consider during an M&A process.

Don’t miss this convenient, self-study CPE

Did you know that reading CPA Voice can help you satisfy your CPE requirement? No matter your location or the time of day – and even without the benefit of electricity – you can gain CPE credit with each issue.

Every edition includes a 12-question self-assessment exam covering content from that issue. Receive a grade of 75% or higher and you’ll earn one hour of CPE credit in specialized knowledge.

Best of all, you can take the exam when and where it’s convenient for you, either online or by mail. Exams remain available online – and may be completed for CPE – through the same month of the following year.

March/April 2018 exam

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