Transaction Advisory Services Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

This Transaction Advisory Services training course provides the practical knowledge, strategies, and tools to assist your clients, whether internal or external, on how to grow and protect a company’s value and position it for a successful exit. This course also explores how changing regulations are reshaping the middle-market M&A environment and provides corporate advisers, such as consulting practices and CPA firms, a systematic approach to grow revenues and differentiate their service offering.

By attending Transaction Advisory Services workshop, delegates will learn to:

Identify key strategies to grow and enhance shareholder value including how to structure, finance, and optimize corporate growth
Compare and contrast the various tax and legal strategic issues associated with protecting shareholder value from corporate formation to post-deal situations
Articulate the potential implications of monetizing shareholder value and identify the strategies most conducive to successful outcomes

The Transaction Advisory Services class is ideal for:

CPAs, M&A advisors, investment and financial analysts, investment bankers, financial officers, CEOs, and CFOs.

Growing Value Strategies

Outline the key considerations in developing a successful transaction advisory practice
Describe the main steps and strategies involved in the buy-side M&A process
Evaluate best practices in acquisition financing and deal structuring
Identify key considerations in purchase price allocation
Define the stages and evaluate the challenges in post-merger integration
Formulate a capital formation strategy-from venture capital to buyouts
Define a plan for buy-side due diligence and post-merger integration

Harvesting Value Strategies

Identify the issues involved in M&A valuation (price vs. value)
Formulate a plan for preparing a company for an M&A transaction
Define the main steps in the sell-side M&A process
Understand the main sections and objectives of key M&A documents
Define a plan for sell-side due diligence
Identify common issues in earnouts and post-closing adjustments (true-ups)

M&A Negotiation

Identify behaviors that lead to successful/unsuccessful negotiations
Define the eight cornerstones of successful negotiations
Understand the three factors that shift the advantage in negotiations
Identify common negotiation strategies, tactics, and counter-tactics
Outline key principles, strategies, and tactics used in successful M&A negotiations

Protecting Value Strategies

Evaluate key tax and legal considerations in M&A
Summarize the pros and cons in entity selection
Evaluate shareholder and operating agreements
Formulate tax mitigation strategies
Recognize the implications of corporate formation strategies
Assess various forms of representation and warranties
Understand common post-transaction issues

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Transaction Advisory Services

COURSE AGENDA

Growing Value Strategies

Harvesting Value Strategies

M&A Negotiation

Protecting Value Strategies

Encarta Labs Advantage