BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20220811T170000Z DTEND:20220811T180000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Current Merger\, Acquisition and Sale Trends and Considerations by Eide Bailly DESCRIPTION:When making the decision to transition your business\, you need to have the right plan in place to guarantee the merger\, acquisition or sale is the best route for your business. In this webinar\, our mergers and acquisitions team will provide insight on key considerations for navigating this transformation\, including the current M&A environment and top strategies.\n\nLearning Objectives:\n\n\n Discuss current market M&A activity.\n Assess proper due-diligence.\n Explore the tax considerations.\n Summarize key elements of a successful transition plan.\n\n\nPresenters:\n\nJason Vetter\, CFA\, Senior Manager | Eide Bailly\n\nJason has been with the firm since 2013. He assists business owners\, entrepreneurs and management teams throughout all stages of a business sale or other strategic transactions. He will listen to your goals and concerns to navigate critical issues and facilitate a transaction process that will best achieve your objectives. Jason also provides strategic advice to clients around sale preparation\, valuation and other process planning elements to optimally position them in the marketplace.\n\n\n\nCarolyn Linkov\, J.D.\, Principal-in-Charge of Mergers and Acquisitions | Eide Bailly\n\nCarolyn advises buyers and sellers on all aspects of mergers and acquisitions. She has more than 20 years of experience working with both public and private companies on federal income tax implications of various corporate reorganizational issues\, including spin-offs\, taxable asset sales and tax-free reorganizations. She has worked with clients in transaction structuring\; evaluation of tax provisions in purchase & sale agreements\; effects on owners\; employee compensation issues\; tax treatment of transaction costs\; purchase price allocations\; change in control matters\; NOL limitation issues\; and the adoption of or change to new accounting methods.\n\n\n\nFrank Donati\, CPA\, Partner | Eide Bailly\n\nFrank has over a decade of experience in public accounting. In 2015\, Frank transitioned from the audit department to focus solely on transaction advisory services. He uses his experience in both transaction advisory and audit to tackle the challenges organizations face and he provides specialized knowledge in transaction advisory services. Frank believes the most rewarding aspect of his job is helping his clients achieve their goals of buying or selling a business.\n\nCPE Information\n\nCPE Credit: 1\n\nField of Study: Taxes\n\nLevel of Knowledge: Basic\n\nDelivery Method: Group-Internet Based\n\n\n\nAdditional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies\, please contact Amy DeGeorge. X-ALT-DESC;FMTTYPE=text/html:
When making the decision to transition your business\, you need to have the right plan in place to guarantee the merger\, acquisition or sale is the best route for your business. In this webinar\, our mergers and acquisitions team will provide insight on key considerations for navigating this transformation\, including the current M&\;A environment and top strategies.
\n\nLearning Objectives:
\n\nPresenters:
\nJason Vetter\, CFA\, Senior Manager | Eide Bailly
\nJason has been with the firm since 2013. He assists business owners\, entrepreneurs and management teams throughout all stages of a business sale or other strategic transactions. He will listen to your goals and concerns to navigate critical issues and facilitate a transaction process that will best achieve your objectives. Jason also provides strategic advice to clients around sale preparation\, valuation and other process planning elements to optimally position them in the marketplace.
\n
\nCarolyn Linkov\, J.D.\, Principal-in-Charge of Mergers and Acquisitions | Eide Bailly
\nCarolyn advises buyers and sellers on all aspects of mergers and acquisitions. She has more than 20 years of experience working with both public and private companies on federal income tax implications of various corporate reorganizational issues\, including spin-offs\, taxable asset sales and tax-free reorganizations. She has worked with clients in transaction structuring\; evaluation of tax provisions in purchase &\; sale agreements\; effects on owners\; employee compensation issues\; tax treatment of transaction costs\; purchase price allocations\; change in control matters\; NOL limitation issues\; and the adoption of or change to new accounting methods.
\n
\nFrank Donati\, CPA\, Partner | Eide Bailly
\nFrank has over a decade of experience in public accounting. In 2015\, Frank transitioned from the audit department to focus solely on transaction advisory services. He uses his experience in both transaction advisory and audit to tackle the challenges organizations face and he provides specialized knowledge in transaction advisory services. Frank believes the most rewarding aspect of his job is helping his clients achieve their goals of buying or selling a business.
CPE Information
\nCPE Credit: \;1
\nField of Study: \;Taxes
\nLevel of Knowledge: \;Basic
\nDelivery Method: \;Group-Internet Based
\n
\nAdditional Information: \;This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies\, please contact \;Amy DeGeorge.