Mergers and Acquisitions

(184 reviews)

by John Taylor

How can you ensure a successful acquisition or merger? This course explores the intricacies of these deals and highlights the crucial role accountants play in structuring the transition. We cover the entire process from the initial stages to post-deal organisation.

price £100+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Plan effectively for a merger or acquisition
  • Accurately identify the costs involved in a takeover or merger
  • Ensure a smooth transition phase
  • Keep staff happy post-merger or acquisition

About the course

It’s no secret that mergers and acquisitions can go terribly wrong. All too often companies that should know better fall into ruin by jumping into poorly thought-out deals. Even large well-established companies make mistakes.

However, with careful planning and a structured process you can ensure a successful and beneficial merger or acquisition. Accountants possess the skillset to guide deals in the right direction and identify potential issues that others might overlook. This course will equip you with the knowledge to deliver real value in any acquisition or merger.

Look inside

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Contents

  • The objective
    • Strategic concerns
    • Success and failure
    • Initial considerations
    • Key decision parameters
    • A question of trust
    • Planning ahead
    • Identifying a target
    • Structuring the deal
    • Strategic alliances and joint ventures
    • Risk assessments
  • Financial issues
    • The golden rules
    • The process
    • Letter of intent
    • Looking for trouble
    • Due diligence
    • Warranties and indemnities
    • Financing the deal
    • The cost of borrowing
    • Valuation
    • Top tips for due diligence
  • Bringing businesses together
    • Pre-mortem
    • The accountant's role
    • Striking a balance
    • Support systems
    • Culture clash
    • Cultural blending
    • Worries in the workplace
    • How to tackle the problem
  • Post-merger or acquisition
    • Post-merger change
    • Changing the finance function
    • Rationalising the finance function
    • Integration
    • Costing and pricing
    • Customer churn
    • Churn baby churn
    • Defending against an unwelcome bid

How it works

Author

John Taylor

John is a Chartered Accountant who has spent many years advising small and medium-sized businesses across the North of England. John is the author of two industry standard textbooks: Millichamp - Auditing and Forensic Accounting. He has also written several auditing textbooks for AAT courses.

Reviews

4.4
(184 reviews)
5
4
3
2
1
 
 
 
 
    T
    Tyrel
    23 Jul 2025
    23 Jul 2025
    It was easy to read and understand. The quizzes and reflection enables you to really think and apply what you have learned.
    RR
    Rupasinghe Arachchige Dilantha R
    22 Jul 2025
    22 Jul 2025
    This article provides entire frame of AI in relation to Accountant, and it provides all in summary form.
    T
    Tapiwa
    17 Jul 2025
    17 Jul 2025
    The course is relevent for CPD and Accounting professionals
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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours1,500+ unitshourshours1,500+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team’s needs
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