This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Mergers & acquisitions

About this topic

Forensic accounting and business valuation services continue to be a growing area for practitioners looking to specialize and expand their firm offerings. The learning resources are designed to help you understand the knowledge and skills necessary to support the needs of your clients in these areas.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

Succession planning and CPAs’ golden opportunity

This article discusses how CPAs can play an integral part in helping to increase the likelihood that business owners walk away from their companies happy.

Article Sell-side Foundational

Mergers & Acquisitions - Asset Sales

This archived webcast will discuss the asset sales most common in the middle market and the common steps in an asset transaction.

Webcast Sell-side Intermediate

Mergers & Acquisitions - Due Diligence and Transaction Documentation

This archived webcast will provide an overview and accompanying case illustrations on the definitions of due diligence for buyers and sellers.

Webcast Due diligence Foundational

Mergers & Acquisitions - Getting a Successful Close

This archived webcast will walk through the M&A transaction process, related financing considerations, post-transaction integration, and more.

Webcast Sell-side Intermediate

Mergers & Acquisitions - Understanding M&A Disputes

This archived webcast will provide an overview of the Forensic and Valuation Services Practice Aid: Mergers and Acquisitions Disputes.

Webcast Disputes Foundational

Mergers & Acquisitions - Introduction to Middle Market Mergers and Acquisitions

This introduction to middle market mergers and acquisitions will walk through a wide range of transactions and provide an overview of middle market buyers and sellers.

Webcast Mergers & acquisitions Foundational

Mergers & Acquisitions - Management, Family and Employee Buyouts (Inside Buyouts) - Management, Family and Employee Buyouts (Inside Buyouts)

This archived webcast will map out the key differences between inside and outside deals.

Webcast Mergers & acquisitions Intermediate

Mergers & Acquisitions - Taxes, Terms, and Desiderata

This archived webcast will serve as an introduction to legal entities associated with M&A transactions with a focus on corporations.

Webcast Mergers & acquisitions Foundational

Reviewing an ESOP Valuation

This archived webcast will focus on employee stock ownership plans (ESOP) valuations and covers important issues a preparer and reviewer should consider.

Webcast Mergers & acquisitions Intermediate

Mergers & Acquisitions - Stock Transactions

This archived webcast will discuss stock sales less common in middle market companies, buyer/seller advantages and disadvantages, and best practices in stock...

Webcast Mergers & acquisitions Intermediate

Advanced Mergers, Acquisitions, & Sales - Tax Staff Essentials

This information will enable you to provide expert tax planning services to clients or to key management within company finance operations.

Course – Online Formation, liquidation & reorganization Advanced

Corporate Financing and M&A Track (Modules 6-10)

Corporate Finance and M&A focuses on equity financing, debt financing, capital structure and dividend policy. The courses also examine mergers and acquisitions and...

Course – Online Corporate funding Intermediate