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Business Mergers, Acquisition & Investment Workshop

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The essential steps for preparing and managing transactional change for your SME clients

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, business sales, bringing in new equity holders, 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.

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AU $520 members
AU $580 non members

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Total 4.5 CPD Hours (est.)

Dates & Details

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

Time
11:00am - 12:30pm AEDT
11:30am SA
11:00am QLD
10:30am NT
9:00am WA

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. 

What we cover

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.

What's included?

  • 3 x 1.5 hr webinars (est.)
  • 3 month access to Q&A embedded webinar recording
  • Reference notes

 

1
1.5 CPD hours (.est)

Session 1 Transaction Ready

February 14, 2025

 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
3
1.5 CPD hours (est.)

Session 3 Managing Different Transaction Types

February 26, 2025

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
2
1.5 CPD HOURS (.est)

Session 2 The Hard Work

February 19, 2025
  • 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

Our presenter

Director, Hayes Knight

Greg Hayes

Greg-Hayes-ProfileRCCH 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.

Greg is also a business valuation specialist. Together with his team, he has valued a wide range of businesses, covering the majority of SME sectors.

In addition to 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.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.