Business Mergers, Acquisition & Investment Online Workshop

The essential steps for preparing and managing transactional change for your SME clients. 14, 19 & 26 February 2025.

The advice steps for business sale, mergers, and investment
Managing the transaction process from start to finish
Helping clients achieve the best possible outcome

There is a lot of business transaction activity right now – businesses buying other businesses, selling and investing, and your clients need your help to get it right.

And, business owners have become more focussed on what the end games looks like.

The Business Mergers, Acquisition & Investment Workshop looks at the typical transactions occurring and walks through the transaction steps from start to finish - delivering the transaction management process and many of the collateral resources you will need to deliver this service effectively and efficiently.

This series is for advisers who want to actively advise and work with their SME clients to complete a successful transaction. More than preparing their financial statements and providing some advice on tax outcomes; this is about going on the journey with them and helping them achieve a successful outcome.

Date & Details

Friday, 14 February 2025
Wednesday, 19 February 2025
Wednesday, 26 February 2025

Time
11:00am - 1:30pm AEDT
11:30am SA
11:00am QLD
10:30am NT
9:00am WA

 

What we cover

Overview
Session 1: Transaction Ready
Session 2: The Hard Work
Session 3: Managing Different Transaction Types

For most clients, a major transaction is uncharted territory. They may know what they want to achieve, but how to get there is a different matter. For many, the financial cost of getting it wrong can be devastating. Not to mention the emotional cost and the damage that can be done to a business when a transaction goes wrong.

The Business Mergers, Acquisition & Investment Workshop delivers the framework to deliver transaction and succession services in your practice.

Context & preparation

  • Typical transaction types
  • The current transaction environment & what is driving activity
  • Where businesses get it wrong & miss out
  • The role of accountants and advisers
  • Stages of work
    • Preparing for a transaction
    • In the market
    • Negotiation to completion
  • Helping the client understand the transaction dynamics
  • Deal identification
  • Counterparty considerations
  • Transaction steps
    • Typical transaction timeline
    • Terms sheet
    • Due diligence
    • Negotiations & the SPA
    • Tax considerations
    • Settlement considerations
  • Price vs value
  • Managing synergy expectations
  • Using earn out or claw backs to bridge price expectations
  • Restraints, Warranties & indemnities

Process, documentation & pricing

  • Post transaction completion
  • Differences between an all of business sale and the sale of an interest
  • Generational succession
  • Interaction with lawyers
  • Supporting agreements:
    • Shareholder agreement
    • Employment agreement
    • Buy/sell agreement
  • Pricing your advice
  • Professional standards & licensing dividing lines

Greg Hayes

Director, Hayes Knight

CCH Australia describe Greg as a “serial entrepreneur.” An apt title for the founder of the Hayes Knight group, Knowledge Shop, and Merit Wealth. He is a practice management specialist, innovator, and published author who mentors and assists firms to grow and develop their potential. An accountant for over 30 years, Greg has built a successful Australasian accounting group from modest beginnings in the outer suburbs of Sydney. A popular presenter, Greg has ‘been there and done that.’ There are no untested theories or marketing hype – just practical, realistic principles that are at the core of top quartile firms across Australia.

Beyond his practice management knowledge, Greg is a business valuation specialist. These two skills sets are a powerful combination when applied to the business of accounting. He regularly values accounting practices and has developed valuation models for the profession that look through to the core of how a successful accounting firm functions and what it should deliver.

Beyond his valuation work, Greg assists clients with both buy side and sell side transactions, from providing specific advice to acting as the client adviser from start to finish of a transaction. His experience is across a diverse range of industries and sectors on transactions ranging from $2m to $80m.

Online workshop

Business Mergers, Acquisition & Investment Online Workshop

14 February 2025 - 26 February 2025

Workshop

$580