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© 2019 Sterling Concord Partners

2 CPE Credit Hours

In-Office Training

No Prerequisite Requirements

Texas State Board of Public Accountancy CPE Sponsor # 010379

$45 per person in attendance

Presented by Sterling Concord Partners, a boutique investment bank based in Houston, Texas. Using our experience, transaction history, and both a qualitative and quantitative analysis of the deal process, motivations, and current market data, our firm will present a two (2) credit course on an overview of Mergers & Acquisitions.

Course Objectives:
 
  • Why and how a transaction is initiated, processed, and then closed

  • Whom are the entities involved, and their roles / responsibilities

  • Critical factors and considerations for both the Sellers & Buyers

  • Why Annual Auditing is fundamentally important and necessary

  • Quantitative analysis on EBITDA and revenue multiples, deal sizes, trends, & more

  • Reducing Risk and action steps

  • This is a non-technical course

 

 
Course Outline:
  • The ‘journey’ a Seller takes from considering selling to completing their earn-out(s)

    • Why Sell?

      • Cashing Out, Expansion

    • Why Buy?

      • Corporate Growth, Investment

    • Rules of Thumb

    • The Process A to Z

  • The Entities Involved

    • Sellers, Buyers (PE, Strategic, Family Offices, etc), Intermediaries (Investment banks)

    • Detailed look at PE strategy & macro data

    • Seller’s team, Buyer’s team

  • Why annual auditing is so important

    • Basic Valuation & Risk

  • Top Considerations before selling a company

    • Selection, Deal Structure, Limitations, Due Diligence Period, Integration

  • Top Considerations before purchasing a company

    • Objectives & Strategy, Transferability & Processes, Executive Team, Balance Sheet Blemishes, Expectations & Post Exit Life

  • Analysis on EBITDA and revenue to EV multiples

    • Overview on deal sizes, transaction times, top industry multiples, and more​

  • Reducing risk for Buyers:

    • Actions for Sellers to take​

    • Accurate projections

    • Building blocks for success

    • Auditing reduces risk

 
Previous Reviews & Evaluations

Rolling AVERAGE of evaluation scores (10 best, 1 worst)

Were the stated learning objectives met?

Were the program materials accurate?

Rate the presenters subject knowledge

Rate the presenters effectiveness

Rate the quality of information

Was time allotted appropriate?

Was the value (time & cost) appropriate?

Would you recommend the course (10 most likely)?

 

9.71

9.86

9.83

9.57

9.71

10

9.57

9.29