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ONLINE LEARNING LECTURE SERIES

Focus on Mergers & Acquisitions Webinar Week
1

February 29, 2012
Current Trends and Best Practices in Due Diligence

Webinar Time:  11:00 a.m.–12:00 p.m. (PST) 12:00 p.m.–1:00 p.m. (MST) 1:00 p.m.–2:00 p.m. (CST) 2:00
p.m.–3:00 p.m. (EST)
 

Program Content
As companies contemplate acquisitions, it Is important that they examine the full range of issues related to the companies being acquired to insure a successful transaction. Areas such as company operations, financial performance, people issues, accounting, and legal must be carefully scrutinized to enhance their chances of success. This webinar provides participants with an overview of the due diligence process, both preliminary as well as confirmatory. It examines the current trends and provides an overview of related best practices while comparing and contrasting the points of view of the sales side and the buy side.

Learning Objectives
After completing this course participants will be able to:

  • Articulate the main obstacles in completing successful M&A transactions

  • Identify current best practices and trends

  • Differentiate between preliminary due diligence and confirmatory due diligence

  • Define the different areas covered by preliminary and confirmatory due diligence 

Who Should Attend
Business Appraisers, Valuators, Litigation Support Consultants, Business Brokers.

Presenters

Andrew J. Sherman, ESQ., is a partner at Jones Day in the Washington, DC office and focuses his practice on issues affecting business growth for companies at all stages, including developing strategies to leverage intellectual property and technology assets, as well as international corporate transactional and franchising matters. He has served as a legal and strategic advisor to dozens of Fortune 500 companies and hundreds of emerging growth companies. Andrew has represented U.S. and international clients from early stage, rapidly growing start-ups, to closely held franchisers and middle market companies, to multibillion dollar international conglomerates. He also counsels on issues such as franchising, licensing, joint ventures, strategic alliances, capital formation, distribution channels, technology development, and mergers and acquisitions. Andrew's practice involves... Read more

Rick Gray
Enrique C. Brito MBA, CFA, AVA, CM&AA
Enrique C. Brito is a senior managing director of The McLean Group, LLC, a private national investment bank, and a principal and founder of Kaizen Consulting Group, LLC, a merger and acquisition advisory firm based in McLean, Virginia. Mr. Brito focuses on assisting owners of privately held businesses in the middle market sector in how to measure, enhance, and harvest the value in their businesses, particularly in situations involving acquisition and divestiture transactions. Mr. Brito has more than 20 years of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He specializes in divestitures, buy-outs, and capital formation transactions and has hands-on experience in business valuations and in the implementation of value enhancement programs such as operational audits, lean processes, and six sigma projects.
Program Level: Overview Prerequisites: None Advanced Preparation: None
Delivery Method: Group-Internet-Based CPE Credits: One (1) hour Fields of Study: Specialized Knowledge & Applications
Webinar Pricing
Registration is per person and allows access to login information, presentation materials, and one CPE attestation form.
NACVA/IBA Members: $117
Non-Members: $130
Multi-person discounts are available for additional registrants at your site. Additional registrant registration form
NACVA/IBA Member: $58 per person
Non-Members:
$65 per person
Additional registrants also receive login information, presentation materials, and one CPE attestation form.
  
 
Important CPE Information

Because every live webinar presentation will include periodic online Polling Questions during the session to assess continuous participation and to determine the program’s effectiveness, all registrants must view and listen to the webinar presentation at individual computers and respond to ALL Polling Questions in order to receive CPE credit.

REGISTER ONLINE BY CLICKING HERE!

Additional registrant registration form

Webinar Materials
Presenter PPTs and other materials will be e-mailed prior to the webinar in a separate e-mail. Please check your spam and/or junk folders to ensure you receive these important documents.

For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600Webinar Cancellation Policy: click here

IMPORTANT NOTE: After you register online, you will receive a paid invoice e-mail and a webinar confirmation and login information e-mail.

NASBA
The Consultants' Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted through its web site: learningmarket.org.

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