April 5, 2019

Valuation: A CFO’s Guide to Mergers & Acquisitions

Join The Orange County CFO Leadership Council and Payne & Fears’ own Richard K. Zepfel along with panel as they discuss the nuanced and complex process of mergers & acquisitions, and what skills and strategy are necessary to achieve the highest sale amount.

Learning Objectives

  • Understand the key financial and operational elements a buyer will be investigating in an effort to adequately prepare for the process.
  • Understand the typical elements of due diligence a buyer will be undertaking.
  • Understand the key elements of a deal book used to market the company in presentations to prospective buyers.
  • Understand what key documents you must have ready for a smooth due diligence process.