Category Archives: Merger & Acquisition Planning

What to Know When You’re Transitioning Accounting Duties

This article is by Mark S. Becker, Partner, CFO Edge, LLC. Transitioning accounting duties comes into play in scenarios like an acquisition, a merger or outsourcing accounting to a third-party services provider. Challenges in transitioning accounting duties occur if procedures … Continue reading

Posted in Accounting Systems Design, Acquisition Accounting, CFO Services, Financial Reporting, Los Angeles, Merger & Acquisition Planning | Tagged , , , , , , , , | Leave a comment

Growth Strategies: Is an M&A in Your Company’s Future?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While “M&A” and “mergers and acquisitions” bring to mind multibillion-dollar M&A deals, about two-thirds of disclosed M&A deals in 2016 were under $100 million and about one-fourth … Continue reading

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When & How to Conduct a Business Valuation

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. The valuation of a closely-held business becomes a priority in a number of situations: selling, exiting or creating an ESOP, just to name a few. When undertaking a valuation, … Continue reading

Posted in Business Valuation, Buying a Business, CFO Services, Due Diligence, Los Angeles, Merger & Acquisition Planning, Selling a Business, Succession Planning | Tagged , , , , , , , , , , , , , , , | Leave a comment

Why You Must Perform Due Diligence Before an Acquisition

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. While there are many benefits of acquiring another company, their realization is dependent on performing thorough due diligence before an acquisition. Initial enthusiasm can … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Due Diligence, Los Angeles, Merger & Acquisition Planning, Outsourced CFO Services, Selling a Business | Tagged , , , , , , | Leave a comment

The Complexity & Importance of Accounting for Divestitures

This week’s post and linked full article are by Mark S. Becker, Partner, CFO Edge, LLC. The complexity and importance of accounting for divestitures cannot be overstated given the many challenges involved along with the focus of the SEC. Corporate divestitures … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Divestiture Accounting, Los Angeles, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , | Leave a comment

Accounting for Goodwill in a Merger or Acquisition

This week’s post and linked full PDF are by Mark S. Becker, Partner, CFO Edge, LLC. With the improving economy resulting in more mergers and acquisitions, it behooves Los Angeles and Southern California executives to have a clear understanding of … Continue reading

Posted in Acquisition Accounting, Acquisitions, CFO Services, Los Angeles, Merger & Acquisition Planning | Tagged , , , , , , , | Leave a comment

Why Forensic Accounting Should Be Part of M&A Due Diligence

This week’s post and linked full article are by Sherry Rahbar, Partner, CFO Edge, LLC. A top priority of the merger or acquisition due diligence process is confirmation that seller representations are accurate and true. In addition to other professionals, … Continue reading

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Selling Your Business: Strategic Factors & Types of Buyers

Following up on our recent article, Seven Ways to Maximize Value – and Price – When Selling Your Business, we turn our attention to strategic factors and buyer types. A key element in attaining the maximum sales price in selling … Continue reading

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Seven Ways to Maximize Value – and Price – When Selling Your Business

When they look at selling their businesses, most Los Angeles and Southern California business owners typically want to sell for the highest price possible. As buyers seek to increase the return on their investment, they look for companies with built-in … Continue reading

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The Five Key Steps to Buying a Business

Buying a business and organic growth are the two main options when Los Angeles and Southern California executives consider ways to expand their businesses. While organic growth is usually slow and steady, acquiring a business may enable a company to … Continue reading

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