Hear from our local deal makers on their recent deals providing a complete overview of the merger and acquisition process, combining elements of financial optimization, due diligence readiness, and strategic planning. Participants will learn how to enhance their company’s value, prepare thoroughly for the due diligence process, and develop effective strategies for engaging with potential buyers or merging entities. The program will cover the key phases of M&A — from initial preparation and valuation enhancement to navigating complex negotiations and post-merger integration. We have created three separate modules focused on maximizing value, due diligence, and responding to offers. These programs are not in the course book but available for asking.

• Develop a robust understanding of financial strategies to enhance company valuation ahead of M&A activities.
• Gain insights into preparing comprehensive, transparent, and up-to- date financial documentation essential for smooth due diligence.
• Learn how to retain key talent during the tumultuous period of M&A to ensure business continuity.
  
• Master strategic planning techniques to effectively respond to unsolicited offers and align M&A activities with long-term business goals.
• Understand the legal, regulatory, and strategic frameworks necessary to navigate through an M&A transaction successfully.

Speakers will be announced soon!

CFO Leadership Council 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:  www.nasba.org

Instructional method: Group-Live
Recommended CPE Credits:
Experience Level:
Prerequisites/advance preparation: None

Click here to learn more about CFO Leadership Council.

CPE Eligibility | Nonmembers or guests of CFOLC sponsors, CFOLC Advisory Board members, or CFOLC staff may receive CPE for eligible CPE CFOLC events. Questions: please contact info@cfolc.com

All current CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors  of Finance and Controllers (or the like) are welcome to attend this program at the cost below.

Non-member pricing: $65 in-person, includes food, beverages and program

Member pricing: FREE in-person, includes food, beverages and program

Please note that service providers or any executives who are not senior financial executives cannot attend this event. The CFO Leadership Council reserves the right to decline any registration.                                         

 
For more information about this program or to inquire about membership  with

CFO Leadership Council, please contact:

If you would like to cancel your ticket or request a refund, please contact your Regional or Community Director at the emails listed above. Refunds are available up to 24 hours prior to the program.

After the program ends you can help us improve our member and guest experience. 

Please take our program survey by clicking the button below. (1 min) The 'TAKE SURVEY' button will be live once the program ends! We will also email the survey link to you, so please check your inbox!

To obtain CPE you must take the survey.