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Current Merger, Acquisition and Sale Trends and Considerations

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Current Merger, Acquisition and Sale Trends and Considerations

Wednesday, June 28, 2023 (12:00 PM - 1:00 PM) (CDT)


When making the decision to transition your business, you need to have the right plan in place to guarantee the merger, acquisition, or sale is the best option for your business.

In this webinar, our mergers and acquisitions team will provide insight on key considerations for navigating this transformation, including the current M&A environment and top strategies.

Register here!

Learning Objectives:

  • Examine the current market M&A activity.
  • Assess proper due diligence.
  • Explore the tax considerations.
  • List the key elements of a successful transition plan.

Kyle Orwick, CPA, CMAA, Partner | Eide Bailly
Kyle helps clients make sense of the numbers during a sales process or an acquisition. He helps them understand the risks and opportunities involved in the business being sold, and he provides insight into overcoming risks and taking advantage of the available opportunities.

Kerry Gordon, CPA, Director | Eide Bailly
Kerry works with a variety of teams to review and advise on acquisitions, divestiture and merger transactions of inbound, outbound and domestic transactions. He specializes in companies engaged in extracting natural resources (aggregates, coal, geothermal, oil and natural gas, and precious metals) and associated infrastructure assets throughout the U.S. and internationally. Included within this experience are many acquisitions and disposition transactions for companies with a specialty in energy production and credits.

Matt Labernik, CPA, Partner | Eide Bailly
Matt has more than 10 years of experience in public accounting, focusing on audit and transaction advisory services. He provides advice to clients throughout the transaction process, including consulting on due diligence efforts, purchase agreement review, and post-closing support. His Industry specializations include dealerships, construction services and manufacturing and distribution.

Frank Donati, CPA, Partner | Eide Bailly
Frank has over a decade of experience in public accounting. In 2015, Frank transitioned from the audit department to focus solely on transaction advisory services. He uses his experience in both transaction advisory and audit to tackle the challenges organizations face and he provides specialized knowledge in transaction advisory services. Frank believes the most rewarding aspect of his job is helping his clients achieve their goals of buying or selling a business.

CPE Information
CPE Credit: 
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.

Event Contact
Kallie Kleinschmidt
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Wednesday, June 28, 2023 (12:00 PM - 1:00 PM) (CDT)
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