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Controllership Compliance Skills: Alliances and M&A

 

Gain an understanding on current market conditions and M&A outlook, decision points in assessing acquisitions, and accounting and due diligence issues.

While both the current and long-term statuses of the U.S. and global economy are in flux due to the COVID-19 pandemic, companies will still be seeking growth opportunities as they adapt to new ways of doing business. These growth opportunities may come in the form of expansion into new products and/or geographic markets via organic growth, but mergers and acquisitions will also likely continue to be part of the growth strategy. The risks inherent in these acquisitions will likely be more difficult to assess, and the due diligence process will be critical. This material explores the current market conditions and M&A outlook, critical decision points in assessing strategic acquisitions, the relevant accounting and due diligence issues, and the relevant tax issues and structuring options that need to be considered and evaluated both during the due diligence process, as well as after closing.

Agenda

Faculty

Kevin F. Powers, CPA

Kevin F. Powers, CPA

Crowe LLP

  • Partner in the office of Crowe LLP in Hartford, CT
  • Practice emphasizes all aspects of subchapter C and subchapter S taxation
  • Conducts regular seminars and workshops on matters of corporate taxation, including mergers and acquisitions, with a primary focus on the financial services industry
  • Written several publications related to the areas of corporate taxation and federal tax credit programs
  • Membership information: AICPA and Connecticut Society of CPAs
  • M.S. degree in taxation, DePaul University; B.S. degree in accounting, University of Illinois at Urbana-Champaign
  • Can be contacted at 860-470-2173 or [email protected]
Rick L. Childs

Rick L. Childs

Crowe LLP

  • Partner in the office of Crowe LLP in Indianapolis, IN
  • Practice emphasizes all aspects of mergers and acquisitions, accounting and valuation issues related to acquisitions and providing due diligence services
  • Conducts regular seminars and workshops on numerous topics related to mergers and acquisitions and valuation issues affecting both financial reporting issues and tax related transactions
  • Written several publications related to the areas of purchase accounting fair value adjustments, overall state of M&A, due diligence issues and capital planning
  • CFA Institute, CFA Institute of Indianapolis, AICPA, CPA Society of Indiana
  • M.S. degree in management, Krannert Graduate School of Management, Purdue University; B.S. degree in management, Purdue University
  • Can be contacted at 317-706-2654 or [email protected]

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