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Finance & Economics

Due Diligence for Acquisitions (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This seminar focuses on the core part of a mergers and acquisitions (M & A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. It will deepen participants’ understanding of the things to consider, plan and watch for in M & A transactions.

 
Access expires 180 days from purchase date

Course Description

The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated. In this seminar, participants will be able to deepen their understanding of M & A transactions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition. 

Applicable for

Financial managers and accountants who have experience in M & A and would like fresh perspectives, those undertaking due diligence for the first time, and those on the receiving end of a due diligence review.

Learning Objectives

  • identify and execute the components of the due diligence process
  • evaluate financial data and apply financial review procedures
  • describe non-financial due diligence areas of consideration (HR, IT, etc.)
  • identify common lessons learned and tips and traps in the due diligence process

Content

  • M & A process overview
  • planning for the transaction
  • financial review: quality of earnings and normalized EBITDA, net working capital and net debt
  • financial, human resources, legal and operational reviews
  • purchase agreement and purchase price adjustments
  • integration matters
  • common findings and conclusion

Course Content Created: November 2021

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenters

Erin Harwood, CPA, CA
Kevin Zhao, CPA

About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Due Diligence for Acquisitions (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

This seminar focuses on the core part of a mergers and acquisitions (M & A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. It will deepen participants’ understanding of the things to consider, plan and watch for in M & A transactions.

 
Access expires 180 days from purchase date

Course Description

The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated. In this seminar, participants will be able to deepen their understanding of M & A transactions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition. 

Applicable for

Financial managers and accountants who have experience in M & A and would like fresh perspectives, those undertaking due diligence for the first time, and those on the receiving end of a due diligence review.

Learning Objectives

  • identify and execute the components of the due diligence process
  • evaluate financial data and apply financial review procedures
  • describe non-financial due diligence areas of consideration (HR, IT, etc.)
  • identify common lessons learned and tips and traps in the due diligence process

Content

  • M & A process overview
  • planning for the transaction
  • financial review: quality of earnings and normalized EBITDA, net working capital and net debt
  • financial, human resources, legal and operational reviews
  • purchase agreement and purchase price adjustments
  • integration matters
  • common findings and conclusion

Course Content Created: November 2021

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenters

Erin Harwood, CPA, CA
Kevin Zhao, CPA

About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark